4 Lessons From the Barron's Top 100 Winner's Circle Conference

Mar 29, 2010 / By Debra Taylor, CPA/PFS, JD, CDFA
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The market may be in a rally, but clients are still concerned about their money, the economy, and you. Now is the time to be more proactive than ever in delivering a good client experience and communicating all you bring to the table.

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