EPISODE · Jul 15, 2021 · 17 MIN
Compliance Update # 1, Objectives and Files
from Advice Evolution - Non Weekly Update · host David Harris
Objectives David talks about getting the client objectives to flow through the advice and to be the centerpiece of the advice Files Files should be well named, structured, not contain duplicate documents and have some consistency
What this episode covers
Objectives David talks about getting the client objectives to flow through the advice and to be the centerpiece of the advice Files Files should be well named, structured, not contain duplicate documents and have some consistency
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Compliance Update # 1, Objectives and Files
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