Mitchell York

Professional EOS Implementer™


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January 27, 2015

I wrote this post for my blog at ClientWise LLC for an audience of financial advisors, but I think it applies to many other professions.


When three clients talk to me about the same issue in a week, it’s time for a blog post. The issue is pipeline management.


Here’s th...

January 22, 2015

I wrote this post for my blog directed at financial advisors who are clients of ClientWise LLC, but I think there's relevance for anyone in a service/sales business.


This problem is as old as the financial advisory profession: how do you make the time for prospecting c...

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