Join the Funding is Dead Movement

August 2019 - CCA

Join the Funding is Dead Movement

At Client Care Academy, we are starting a movement. It’s simple: Funding is Dead. You read that right. Funding is dead. It causes frustration and can deteriorate profits. If funding is dead, what’s the alternative? Asset alignment, verification and tracking. To kick off the death of funding, we attended WealthCounsel’s Symposium last week, and we

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