17 Jun 2013

An easily digestible road map

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“Wallet Share is an easily digestible road map to better serve, acquire and retain clients. The learnings and processes advocated in this book have given clarity and a common language to our efforts. We understand our business better and our priorities are clear. I plan to make available a copy of Wallet Share available to each of our partners and managers and to use the methodologies outlined to move us forward as a team and grow our Firm. “     –Harold Gaar, Managing Partner, Travis Wolff