Saturday Roll Call
Who is coming in Sat? I have to. not at $100 mil yet…
where have you been for the last 90 days?
I am here yet again, $15million more and I am done..
please share saturdday game-plans. calling clients? prospects? paperwork? blogging?
I was calling this morning, but now I am do some admin stuff(paperwork for next week, call sheets for next week, updating my power point presentation for my seminars)
Trying to set up better processes for staff. Calling clients, putting together hand-holding packets for reviews. Tax loss harvesting.
[quote=gvf]Trying to set up better processes for staff. Calling clients, putting together hand-holding packets for reviews. Tax loss harvesting.
[/quote]
Hand-holding packets? Tax Loss Harvesting? How Sad.
I know, my book isn’t entirely annuities just yet. What else can you do?
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