“Casey rarely gave direct orders to his senior people. Instead, he would mention over lunch that a certain account would fit in just exactly with Irving's plans for an area.”
♫
Said on The Knowledge Project
“We started tuning these things up. And one of the things that we'll dive into a little bit later is actually helped him set a quit date that worked for him, worked for his family”
7-Figure Leap with Dustin Riechmann · Why Your Next Level May Require You to Quit with Ben Fox
Play from 14:02
14:02
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What was described
helped a client set a quit date that fit his family and transition plan
Said nearby on the same subject
“Set our cutoff for business processing somewhere around December 10th to 12th ish. And we would let our clients know that we will not be accepting anything after that date.”
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Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“We go through quite a tight process to recruit them as a good chemistry fit.”
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Paul Cash
The Fractional CFO Show with Adam Cooper ·
“Set a date for any decision.”
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Rob Ram
Accounting Voices ·
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