Spring Refresher: 4 Must-Do Moves for Great Q2 Client Meetings
Mar 13, 2023
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By Debra Taylor, CPA/PFS, JD, CDFA
New year client meetings are underway; is the process going to plan? Now is the time to refine your system. These are the four top internal moves you can make to ensure your Q2 meetings run as smoothly as possible.