May 23 • Questions
Books and Records
Happy Friday, everyone!😁 Looking forward to a 3 day weekend! I've been trying to get a definite time frame on how long we should keep prospect information/data. It looks like 5 years. How long do you keep prospect info if they decide not to go with your firm?? Thank you.
1
5 comments
Books and Records
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+5
2
+4
3
+4
4
+4
5
+3
Powered by