19 | Managing your Business with Strategy and Vision | OBM | Dana Johnson
Discovery Call Podcast

19 | Managing your Business with Strategy and Vision | OBM | Dana Johnson

2022-03-10
Dana is an OBM for the finance industry serving bookkeepers, accountants, and wealth/financial advisors. Dana creates and manages simple systems to keep your customer service top-notch, CRMs up to date, and calendars full! She also provides LinkedIn visibility strategies to connect with top clients. With her ability to pivot ideas and put them into motion quickly, Dana keeps your business running with more balance in your personal life. Listen to this episode and learn how she built her business and how important it is to find your tribe so you don’t do this a...
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