Posts tagged Point To Point Wealth Planning
Jim Hayes

I have been in business for over 25 years and have never used a coach. For the first time, I am doing formal business planning, segmenting my clients, setting up the legal work to safeguard my practice, having my staff do a better job of managing workflow, establishing an investment committee to be more compliant, having a formal value proposition, and realizing I have to act like the CEO and learn how to do that. Yes, I am very happy to have them.

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