February 2023

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CAS UPDATE

Application Language Adjustments

For several years we have offered English and American versions of the CAS apps

We are now introducing a Global version and thus we will be over time changing some of the wording to reflect this.

This is the first patch and includes adjustments to the Prospectors and the Onboarders bundles. This will not affect any previous sessions or data, only newly created sessions will include these updates.

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SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Three)

Your standard operating process for how you develop and manage your relationships with your best clients is to help them create their plan and meet with them monthly or quarterly, or as a last resort annually, to review and manage progress and keep them on track. This creates a recurring income stream for you.