48
Growth Score
pts
Heat Score
16 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Planning Made Simple is a Financial Services industry.
- Paul Durso: Founder
About the Company
Most advisors struggle with getting in front of their ideal prospects. If that is you, we can help solve that by having your ideal client personally introduced to you each month by a CPA. Then, can transition your practice from selling to having your prospects ask you to become a client.
