Prospect Scorecard

Published: July 27, 2021, 9 p.m.

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Last we we discussed client risk and even a bit about our own risks.  Throughout our discussion I kept thinking we need a way to score our prospective or existing clients to help determine those that bring us more risk.  There is one person I know that is meticulous in how he manages the onboarding process and so I am happy to say Charles Love is back to give us some tips on how to create a client or prospect scorecard.

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