Follow Up Friday - Client Segmentation
The Perfect RIA - Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Kategóriák:
Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD
The Perfect RIA - Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD