On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process.

Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That’s why the journey from goal ideation, and goal setting, to goal achievement is a process.

Watch this week’s latest TCJ (The Customer Journey) episode to learn more about how your financial practice can achieve sales success.


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