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How can you ensure your team is running client meetings that convert? Discover the Prepare. Meet. Act. workflow, and the Connect4 and Karbon integration. Firm owner, Joe David, joins to share his experience with both.
Change is constant and difficult, and the cost of doing it incorrectly is high. Join this webinar to learn an effective, 8 step change management framework that helps your firm navigate through change with confidence and clarity.
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