May 22 • Business - Processes
Client Review Profile
I was glad to find this on Simplicity Ops site today, I had forgotten whether it was something Redtail provided or an outside source. I just had one question, what is the difference between meeting preference and meeting type. Thanks for anyone's help.
0
3 comments
Client Review Profile
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