No one really likes to "pre-call plan" but when done right the process yields significant impact and tangible ROI. In this blog we provide insights from our experience in participating in hundreds of pre-calls with advisors and te…https://t.co/zgrdcV0ozS https://t.co/Lo19s4k6Ux
@FurmanPaladins What a terrible decision. No way cutting baseball was a financial requirement - particularly with over $700M in Endowment. #FireElizabethDavis
Check out my latest article: Changing the Conversation Part IV: Enhancing the Impact of Your Client Discovery Conversation https://t.co/ntifZM9cOf via @LinkedIn