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February 15, 2019 at 8:00 / Zoom in With Seth David
Don’t have CashFlowTool yet? Use my link –> CashFlowTool We keep hearing about how badly we need to move from compliance to Advisory services. Everyone is telling you WHAT to do, but not how to do it. This is me giving you a REALLY powerful example of how to do it, a long with a […]
February 1, 2019 at 8:00 / Zoom in With Seth David
January 25, 2019 at 8:00 / Zoom in With Seth David
Matthew and I were able to do some amazing things with Greg’s spreadsheet. Check out the amazing offer below! This is a rare opprotunity to have Matthew and myself in a 1:1 session with you. You bring the spreadsheet. You share your screen. We both coach you and guide you as you build your own […]