Its St. Patrick’s Day – an unofficial holiday for your most sociable sales person – are they out making calls or just working the bars? Let us know if you want to hire sales people who go for the green not the green beer. Go here to talk business.
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What prompted this article was a post from Jeff Ferraris, a program manager for CUSO Financial Services in Austin,Texas. The article – "Leading With Planning: Master Financial Planning With These 6 Steps" – takes investment advisors through a best practices process to have success implementing financial plans for high net worth clients. Aside from the […]