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What process can be put in place to organize the Values-Based Quality of Life™ Newsletters so they are sorted and distributed with a flow that avoids duplication of the same Newsletter to the same prospect and also prevents wasting unused Newsletters in a given month?

Article ID: 311

Last updated: 20 Nov, 2019

This is an excellent process for one of your admin subject-matter-experts to create using the Best Way Process™ creator in Module 8 in the Mastery Series™.

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Is there an effective use of a website to promote the Values-Based Financial Planning™ way of conducting business, especially self-referrals, with prospective clients?

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