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Strategic Advisor Blog

Monthly Archives:: August 2020

Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising
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Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising

As a strategic advisor, being nimble and productive in your work is essential to the growth and health of your business. Watch our new recorded webinar, hosted by LivePlan and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships.  The best strategic advisors help their […]