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Realize Meetup - Swiping Right: Analyzing your firm to build a profile you would swipe right on.


Swiping Right: Analyzing your firm to build a profile you would swipe right on.

A mastermind session, in Jason Staats’s Realize Community.

This month we deep dive into your firm for how it is now, and what it would look like if you loved it.

These are live sessions and will not be recorded due to the sensitivity of some of the sharing (and caring) that will happen. Fixing your firm is personal and scary! And necessary!

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

 
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December 12

Realize Meetup - Crafting Client Communications

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February 6

Financial Cents Workflow Challenge