HARVEST THE FALL: TURN REFERRALS INTO REVENUE

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Rough Notes - Oct 02, 2025

High-leverage moves to finish the year strong and “plant seeds” for a successful spring If you’re not proactively checking in with your clients before the year wraps, you’re leaving relationship capital—and likely revenue—on the table. By Carolyn Smith, APR, TRA, CRA October. Q4 is here, and the clo...

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