September 20, 202200:30:57

Coffee Break with C2P: Perfecting Your Annual Client Review Process

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.

No transcript available.