Your Client Experience Workbook

I enjoyed writing this guest post for Michael Kitces and Nerd’s Eye View. You can click the link below and provide your email address so we can send you the full workbook.

Click Here for Access to Your Workbook


One Response to Your Client Experience Workbook

  1. Mariette February 10, 2019 at 4:08 pm #

    Thank you Julie. With my new involvement with Susan Bradley and my wanting to take my practise forward I am searching and learning. I am on your mailing list as I as part of Jody’s learing experience.

    We will certainly be communicating in the future.

    Love what you do


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