Off the Ledger

30 Best Practices for Building & Growing Client Relationships


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In this episode, Joe is joined by the former VP of Treasury at Michigan State University and new CFO at Indiana Wesleyan University, Jeff Rayis, CPA, CTP, MBA. They discuss the 30 best practices for building and growing client relationships that Jeff has discovered during his career. Will they be able to get through all 30 of them in just one episode?

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Off the LedgerBy MICPA

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