Don’t make this more complicated than it needs to be. You need a process to get people into your pipeline and get meetings with them. However you don’t want to spend all day doing it. Keep the process simple and streamlined and use these 5 steps.Step #1: Revise LI profile.See Vid #7.Step #2: List of […]
Practice Management
Should financial advisors use Copilot?
Question from a follower: “Should I use Microsoft Copilot? Should I use Perplexity
May 31, 2024
