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So the fiduciary rule got tossed yesterday
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So the fiduciary rule got tossed yesterday
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I have one who is so ADD it’s almost comical. If I need something I’ll send him daily emails with the subject “HEY” and no body until he does it. Most clients a few reminders and they get it done.
Not really
I have Follow Up Friday and I make a list of what I need or still missing. It works wonders