ABOUT THE AUTHOR
Scott Leonard, CFP, is the owner of Navigoe, Inc., Registered Investment Advisor (RIA) with offices in Nevada and California. He was the sole founder and owner of Leonard Wealth Management Inc., established in 1996, as an all-inclusive wealth management firm, which became Navigoe in 2013. Scott is a Certified Financial Planner (CFP®); in 2013. Scott was listed as among the five most influential Registered Investment Advisors for 2012.
Email is often the primary way we contact and interact with clients. The way your business handles these communications is essential for delivering world-class service. The problem is most of us are drowning in emails. According to The Radicati Group, a technology market research firm, the average business email account sends or receives 125 emails […]