Listen "Prospect Scorecard"
Episode Synopsis
Last we we discussed client risk and even a bit about our own risks. Throughout our discussion I kept thinking we need a way to score our prospective or existing clients to help determine those that bring us more risk. There is one person I know that is meticulous in how he manages the onboarding process and so I am happy to say Charles Love is back to give us some tips on how to create a client or prospect scorecard.
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