John's Resolutions to Make 2023 Even Better for Clients
I wanted to let you know that I am working very hard to make sure you have a great 2023. Part of that includes holding myself accountable and letting you know precisely what I'm doing to set you up for success today and in the future. In this video, Erin Kennedy and I walk through my 5 Resolutions:
1. Improve Client communication
2. Monthly Value Adds
3. Year-Round Planning
4. New & State of the Art FinTech
5. Advanced Education