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How to optimize for deal flow success?

April 26, 2017deal flow optimize success

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How to optimize for deal flow success?

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• Get your investment and philanthropic advisors on board • Set an SMSI investment goal • Include SMSI updates in your quarterly investment review meetings • Work with your advisors to tailor the MRI / PRI Evaluator so that they are clear regarding your expectations • Check out the resource list on this website and share it with your advisors. Read and discuss the information with your advisors.