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Join date: Dec 9, 2020
May 18, 2023 ∙ 1 min
Professional Client Services
Practitioner, Colin Wisemantel, talks about his practice succession as the owner of Professional Client Services.
Mar 8, 2023 ∙ 2 min
Becoming Succession Ready: Document Management
As you prepare for your practice succession, an area often overlooked is your filing protocols for your document management.
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