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Day 3. Ready to go?
Tighten Up: Eliminate Any Excuses
Today’s goal is to remove friction. If customers say they “never received the invoice,” resend it immediately. If they’re “waiting on approval,” offer to contact their AP team directly.
Double-check every invoice is correct and sent to the right contact.
Provide payment links or QR codes for convenience.
Offer same-day confirmation once payment is sent.
How High-Net-Worth Families Invest Beyond the Balance Sheet
The 2025 High-Net-Worth Professional Services Report reveals what today’s wealthy families value most, what disappoints them, and where satisfaction truly comes from.
Learn why emotional well-being often outranks financial optimization.
See which services families are most likely to change — and which they’ll never give up.
Understand generational differences shaping how the wealthy live, work, and parent.
See how you compare to your peers.
You can’t fix what you don’t confront — so tackle every excuse head-on.
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NEW FOR 2025!
I have a high focus helping other vets out there and want you all to succeed, so I created this Skool group below called the Profit Platoon. Would love to have you there!
