The 5 Critical Admin Commitments

There are 5 Weekly Administrative Commitments for any service business.  In this session we’ll walk through each of them and why they’re critical, if you want to serve affluent multi-millionaires. If an affluent Ideal Client ever fires their Financial Advisor, it’s almost always due to an administrative screw up. So mastering these administrative commitments is critical if you want to impress Ideal Clients.