『How to Assign Tasks to Clients (So They Actually Get Done)』のカバーアート

How to Assign Tasks to Clients (So They Actually Get Done)

How to Assign Tasks to Clients (So They Actually Get Done)

無料で聴く

ポッドキャストの詳細を見る
概要

As financial advisors, we often assign action items to clients, and we need a way to help them track what needs to get done. What's the best system for tracking client tasks? My answer is likely to be unsatisfying (but still effective).

Sponsored by CalibrateIQ.

adbl_web_anon_alc_button_suppression_t1
まだレビューはありません