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Financial Cents Webbie - How to scale your firm with workflow checklists

Financial Cents Webbie - Scale Your Firm With Optimized Checklists

Join Shahram Zarshenas, CEO of Financial Cents, and me for a workshop where we will craft checklists to:

  • Effectively delegate client work

  • Ensure consistent client deliverables

  • Help you scale your firm effectively

This isn’t a yackity yack session; it’s an actionable workshop where you will gain insights that you can quickly implement to take your firm to the next level.

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