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2- ■ Weekly Timeblocking
Weekly Timeblocking When: February 2, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 3- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: February 3, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: February 3, 2025 12:00 pm - 1:00 pm Where:
Description:W/ Accelerator all levels: This will take about 10-minutes Pre-created templates that support higher performance newsletters and use of NLBM content Optional: Batch newsletters once a month Important note: the monthly promo can be included in a monthly newsletter, or sent out separately See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: February 3, 2025 2:00 pm - 4:00 pm Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include: -Meetings with marketing support -Contacting organizations or referral partners to set up presentations -Preparing a week's worth of social media content -Reviewing ads -Creating content See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 3, 2025 4:00 pm - 5:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details - ■ Urgent items from prior week
Urgent items from prior week When: February 3, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • | 4- ■ BNI Networking Event
BNI Networking Event When: February 4, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Call Clients 6-8 re CIMIs/Inventories
Call Clients 6-8 re CIMIs/Inventories When: February 4, 2025 11:00 am - 12:00 pm Where:
Description:To confirm if any changes/no changes. See more details - ■ Forum Time
Forum Time When: February 4, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Enter Plan Data for Plan 9
Enter Plan Data for Plan 9 When: February 4, 2025 1:00 pm - 3:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: February 4, 2025 3:00 pm - 3:30 pm Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data for Plan 10
Enter Plan Data for Plan 10 When: February 4, 2025 4:00 pm - 6:00 pm Where:
Description: See more details • • • • • • | 5- ■ Marketing Call (urgent & important)
Marketing Call (urgent & important) When: February 5, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: February 5, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • | 6- ■ Mom's Group Presentation
Mom's Group Presentation When: February 6, 2025 11:00 am - 12:00 pm Where:
Description:Add in a couple hours for prep tim. See more details - ■ NLBM Resource Study Time
NLBM Resource Study Time When: February 6, 2025 12:00 pm - 1:30 pm Where:
Description:This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business. See more details • • | 7- ■ Mail Out CIMI/Inventory for 9 & 10
Mail Out CIMI/Inventory for 9 & 10 When: February 7, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 7, 2025 2:00 pm - 3:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details - ■ Call Clients 9 & 10 re CIMI/Inventory
Call Clients 9 & 10 re CIMI/Inventory When: February 7, 2025 1:15 pm - 2:00 pm Where:
Description: See more details • • • | 8 |
9- ■ Weekly Timeblocking
Weekly Timeblocking When: February 9, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 10- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: February 10, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: February 10, 2025 12:00 pm - 1:00 pm Where:
Description:W/ Accelerator all levels: This will take about 10-minutes Pre-created templates that support higher performance newsletters and use of NLBM content Optional: Batch newsletters once a month Important note: the monthly promo can be included in a monthly newsletter, or sent out separately See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: February 10, 2025 2:00 pm - 4:00 pm Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include: -Meetings with marketing support -Contacting organizations or referral partners to set up presentations -Preparing a week's worth of social media content -Reviewing ads -Creating content See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 10, 2025 4:00 pm - 5:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details - ■ Urgent items from prior week
Urgent items from prior week When: February 10, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • | 11- ■ BNI Networking Event
BNI Networking Event When: February 11, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Call to Confirm Tomorrow's Signings
Call to Confirm Tomorrow's Signings When: February 11, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Print/Bind Plans 6 & 7 + Diagrams
Print/Bind Plans 6 & 7 + Diagrams When: February 11, 2025 12:00 pm - 3:00 pm Where:
Description: See more details - ■ Forum Time
Forum Time When: February 11, 2025 3:00 pm - 4:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: February 11, 2025 4:00 pm - 4:30 pm Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details • • • • • | 12- ■ Signing Ceremony 6
Signing Ceremony 6 When: February 12, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: February 12, 2025 12:00 pm - 12:30 pm Where:
Description:Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Money & Mindset Call
Money & Mindset Call When: February 12, 2025 2:00 pm - 3:00 pm Where:
Description: See more details - ■ Signing Ceremony 7
Signing Ceremony 7 When: February 12, 2025 3:00 pm - 4:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: February 12, 2025 4:00 pm - 4:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: February 12, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • • | 13- ■ NLBM Resource Study Time
NLBM Resource Study Time When: February 13, 2025 12:00 pm - 1:30 pm Where:
Description:This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business. See more details - ■ NLBM Resource Study Time
NLBM Resource Study Time When: February 13, 2025 12:00 pm - 1:30 pm Where:
Description:This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business. See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 13, 2025 2:00 pm - 3:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details • • • | 14- ■ Call to Confirm Tomorrow's Signing
Call to Confirm Tomorrow's Signing When: February 14, 2025 11:00 am - 11:15 am Where:
Description: See more details - ■ Print/Bind Plan 8 + Diagram
Print/Bind Plan 8 + Diagram When: February 14, 2025 12:00 pm - 1:30 pm Where:
Description: See more details - ■ Expo with Speaking Opportunity
Expo with Speaking Opportunity When: February 14, 2025 2:00 pm - 6:00 pm Where:
Description: See more details • • • | 15- ■ Signing Ceremony 8
Signing Ceremony 8 When: February 15, 2025 3:00 pm - 4:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: February 15, 2025 4:00 pm - 4:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details • • |
16- ■ Weekly Timeblocking
Weekly Timeblocking When: February 16, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 17- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: February 17, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: February 17, 2025 12:00 pm - 1:00 pm Where:
Description:W/ Accelerator all levels: This will take about 10-minutes Pre-created templates that support higher performance newsletters and use of NLBM content Optional: Batch newsletters once a month Important note: the monthly promo can be included in a monthly newsletter, or sent out separately See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: February 17, 2025 2:00 pm - 4:00 pm Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include: -Meetings with marketing support -Contacting organizations or referral partners to set up presentations -Preparing a week's worth of social media content -Reviewing ads -Creating content See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 17, 2025 4:00 pm - 5:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details - ■ Urgent items from prior week
Urgent items from prior week When: February 17, 2025 5:00 pm - 6:00 pm Where:
Description: See more details - ■ Expo Follow-Up
Expo Follow-Up When: February 17, 2025 6:00 pm - 8:00 pm Where:
Description:This is a time for a lawyer or CSD to enter all the new emails from an expo into Accelerator and/or a CRM of choice and ensure the new additions are receiving the welcome email campaign. This is also a time to follow-up with specific people via phone and/or email who booked an FWPS/LIFT session or expressed interest in booking one and need a little nudge. See more details • • • • • • | 18- ■ BNI Networking Event
BNI Networking Event When: February 18, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Print/Bind Plans 9 & 10 and Create Diagrams
Print/Bind Plans 9 & 10 and Create Diagrams When: February 18, 2025 11:00 am - 2:00 pm Where:
Description: See more details - ■ Call to Confirm Tomorrow's Signings
Call to Confirm Tomorrow's Signings When: February 18, 2025 2:00 pm - 3:00 pm Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: February 18, 2025 3:00 pm - 3:30 pm Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Call to Confirm Binder Delivery 1 & 2
Call to Confirm Binder Delivery 1 & 2 When: February 18, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Prep Binders for Delivery 1 & 2
Prep Binders for Delivery 1 & 2 When: February 18, 2025 5:00 pm - 7:00 pm Where:
Description:Make sure: - all docs are final and scanned,
- final asset spreadsheet is created and funding toolkit is updated,
- KPP is final,
- Fiduciary letters are done
- Family Wealth Legacy Interview questions have been sent
- (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]
See more details • • • • • • | 19- ■ Binder Delivery Meeting 1
Binder Delivery Meeting 1 When: February 19, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Forum Time
Forum Time When: February 19, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Binder Delivery Meeting 2
Binder Delivery Meeting 2 When: February 19, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ LBSC Coaching
LBSC Coaching When: February 19, 2025 3:00 pm - 4:00 pm Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Signing Ceremony 9
Signing Ceremony 9 When: February 19, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: February 19, 2025 5:00 pm - 5:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: February 19, 2025 5:30 pm - 6:30 pm Where:
Description: See more details - ■ Signing Ceremony 10
Signing Ceremony 10 When: February 19, 2025 7:00 pm - 8:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: February 19, 2025 8:00 pm - 8:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details • • • • • • • • • | 20- ■ Family Wealth Planning Session 11
Family Wealth Planning Session 11 When: February 20, 2025 11:00 am - 1:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: February 20, 2025 1:00 pm - 2:00 pm Where:
Description:After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement. See more details - ■ Family Wealth Planning Session 12
Family Wealth Planning Session 12 When: February 20, 2025 3:00 pm - 5:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: February 20, 2025 5:00 pm - 6:00 pm Where:
Description:After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement. See more details • • • • | 21- ■ Prep Binder for Delivery 3
Prep Binder for Delivery 3 When: February 21, 2025 11:00 am - 12:00 pm Where:
Description:Make sure: - all docs are final and scanned,
- final asset spreadsheet is created and funding toolkit is updated,
- KPP is final,
- Fiduciary letters are done
- Family Wealth Legacy Interview questions have been sent
- (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]
See more details - ■ NLBM Resource Study Time
NLBM Resource Study Time When: February 21, 2025 12:30 pm - 2:00 pm Where:
Description:This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business. See more details - ■ Call to Confirm Binder Delivery
Call to Confirm Binder Delivery When: February 21, 2025 12:00 pm - 12:30 pm Where:
Description: See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 21, 2025 2:00 pm - 3:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details • • • • | 22- ■ Binder Delivery Meeting 3
Binder Delivery Meeting 3 When: February 22, 2025 12:00 pm - 1:00 pm Where:
Description: See more details • |
23- ■ Weekly Timeblocking
Weekly Timeblocking When: February 23, 2025 4:00 pm - 5:00 pm Where:
Description: See more details • | 24- ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: February 24, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Send Out Weekly Newsletter (urgent & important)
Send Out Weekly Newsletter (urgent & important) When: February 24, 2025 12:00 pm - 1:00 pm Where:
Description:W/ Accelerator all levels: This will take about 10-minutes Pre-created templates that support higher performance newsletters and use of NLBM content Optional: Batch newsletters once a month Important note: the monthly promo can be included in a monthly newsletter, or sent out separately See more details - ■ Post-Binder Delivery
Post-Binder Delivery When: February 24, 2025 1:00 pm - 2:00 pm Where:
Description:Send funding follow up letters, updated Family Wealth Inventory with highlighting where items are not verified as funded, send cake or other gift of food, send survey. Review plan every 3 years or once a year if on membership/maintenance. See Client Retention System for details. See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: February 24, 2025 2:00 pm - 4:00 pm Where:
Description:This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities. This time can include: -Meetings with marketing support -Contacting organizations or referral partners to set up presentations -Preparing a week's worth of social media content -Reviewing ads -Creating content See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 24, 2025 4:00 pm - 5:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details - ■ Urgent items from prior week
Urgent items from prior week When: February 24, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • • • | 25- ■ BNI Networking Event
BNI Networking Event When: February 25, 2025 8:30 am - 10:00 am Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: February 25, 2025 11:00 am - 11:30 am Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data for Engagement 11
Enter Plan Data for Engagement 11 When: February 25, 2025 12:00 pm - 2:00 pm Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: February 25, 2025 2:00 pm - 3:00 pm Where:
Description: See more details - ■ Prep Binders for Delivery 4 & 5
Prep Binders for Delivery 4 & 5 When: February 25, 2025 4:00 pm - 6:00 pm Where:
Description:Make sure: - all docs are final and scanned,
- final asset spreadsheet is created and funding toolkit is updated,
- KPP is final,
- Fiduciary letters are done
- Family Wealth Legacy Interview questions have been sent
- (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]
See more details - ■ Enter Plan Data for Engagement 12
Enter Plan Data for Engagement 12 When: February 25, 2025 6:00 pm - 8:00 pm Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details • • • • • • | 26- ■ Enter Plan Data for Engagement 13
Enter Plan Data for Engagement 13 When: February 26, 2025 11:00 am - 1:00 pm Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details - ■ Prepare CIMIs + Asset Inventories From Prior Week: Plans 11-13
Prepare CIMIs + Asset Inventories From Prior Week: Plans 11-13 When: February 26, 2025 2:00 pm - 5:00 pm Where:
Description: See more details - ■ Binder Delivery Meeting 4
Binder Delivery Meeting 4 When: February 26, 2025 5:00 pm - 6:00 pm Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: February 26, 2025 6:00 pm - 7:00 pm Where:
Description: See more details - ■ Binder Delivery Meeting 5
Binder Delivery Meeting 5 When: February 26, 2025 7:00 pm - 8:00 pm Where:
Description: See more details • • • • • | 27- ■ Forum Time
Forum Time When: February 27, 2025 11:00 am - 12:00 pm Where:
Description: See more details - ■ Family Wealth Planning Session 14
Family Wealth Planning Session 14 When: February 27, 2025 2:00 pm - 4:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: February 27, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Family Wealth Planning Session 15
Family Wealth Planning Session 15 When: February 27, 2025 6:00 pm - 8:00 pm Where:
Description: See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: February 27, 2025 8:00 pm - 9:00 pm Where:
Description: See more details • • • • • | 28- ■ Mail Out CIMIs/Inventories 11-13
Mail Out CIMIs/Inventories 11-13 When: February 28, 2025 11:00 am - 12:00 pm Where:
See more details - ■ Call Clients 11-13 Regarding CIMI/Inventory
Call Clients 11-13 Regarding CIMI/Inventory When: February 28, 2025 12:00 pm - 12:15 pm Where:
Description:Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes. See more details - ■ Post-Binder Delivery
Post-Binder Delivery When: February 28, 2025 1:00 pm - 2:00 pm Where:
Description:Send funding follow up letters, updated Family Wealth Inventory with highlighting where items are not verified as funded, send cake or other gift of food, send survey. Review plan every 3 years or once a year if on membership/maintenance. See Client Retention System for details. See more details - ■ Intake/Inquiry Correspondence
Intake/Inquiry Correspondence When: February 28, 2025 2:00 pm - 3:00 pm Where:
Description:This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD. See more details • • • • | |