ANNUAL
DESIGN REVIEW
AND
UPDATES
DESIGN REVIEW
AND
UPDATES
SEVEN
SERIES
SEVEN SERIES
The 7 Series Guides are focused based marketing tools for accounting firms. They each include seven key points about areas of importance for business, individuals and retirees and another tool to stop the conversation with clients from grinding to a halt.
ANNUAL
DESIGN REVIEW
AND
UPDATES
DESIGN REVIEW
AND
UPDATES
