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Coffee Break with C2P: Perfecting Your Annual Client Review Process
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.
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By C2P
4
88 ratings
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.
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