Finish 2021 Strong: Time to Focus on End-of-Year Planning and Client Events

Sep 9, 2021 / By Devin Kropp, Horsesmouth Associate Editor

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September Marketing Meeting: As fall kicks in, it’s time to plan for ending the year super strong. What will your holiday client events look like this year? And have you considered using the “Last-Chance Financial Planning Checklist” to position yourself as your clients’ personal CFO?

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