Financials

Financial Trend & Team Accountability

2021

In this webinar Cultivate Advisor’s CEO, Casey Clark covers:

  • How to tie your yearly goals to financial results.
  • Create a living document and process to track your goal trends.
  • How to include your team in this process.
  • How to disperse these goals through your team for accountability.
Financial Trend & Team Accountability

Financial Trend & Team Accountability

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