planner. Tuesday , October 31st , 2017 - 11:58:48 AM
For now, let's get back to that structure, starting with the introductory section. This should always begin with a brief cover lettersimply explain who you are and why you're sending this proposal, provide your contact information, and state what you hope to get next from your readera phone call, a face-to-face meeting, a signed contract, and so forth.
At my investment advisory firm, I guard my clients from the conflicts of interest I have described above. Neither I, nor my firm, accept marketing dollars, seminar sponsorships, client entertainment money, or due diligence trips from mutual fund companies.
A cash calendar fundraiser offers a way to increase the net profit without requiring much in the way of additional work. Let's take a look at the pricing and see where the extra profit comes from.
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