Building Out Customized Financial Reports for Your Practice

Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

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Check out our sister podcast "Marketing for Financial Advisors" for more information on marketing and interviews with some of the top marketing minds in the financial industry.