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Enroll now... it's free!Introduction to
Cash Flow Planning with
Rick Darvis, CPA, CCPS
September 9th
register here
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Recordings Date: 11/6/2009
Topic: Open Phones Friday 11/6/2009 Click on the following link(s) to download a recording of this call and any presentation materials: OpenPhone11-6-09.wav
Click this link for more on this subject It's good to hear what other advisors have to say! Join in!
Open Phones Friday for all NICCP members
Here are some topics we talked about in prior weeks:
- College Funding Strategies
- Direct Mail Strategies
- Seminar invites
- Prospect call to action
- Seminar results
- Prospect analytics and diagnostics
- Getting info to business owners
- Implementing Cash Flow Strategies
- Business Builder Workshops
- FAFSA forms and EFC Calculations
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