Client Background A seasoned insurance agent with nearly a decade of experience was facing multiple challenges that stagnated the growth and financial stability of his agency. Despite...
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Client Background A seasoned insurance agent with nearly a decade of experience was facing multiple challenges that stagnated the growth and financial stability of his agency. Despite...
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Client Background Our client, a dedicated insurance agent with five years of experience, sought to improve his financial standing in November 2022. While his agency had been profitable in...
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Introduction Greetings! I'm Ronit Patel, the Manager of Finance and Advisory Services at Club Capital. I lead our CFO services division alongside General Manager Louisa Else and CEO Micah...
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