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Do you have large numbers of clients on your books who you don't really know that well? Here are some guidelines for deepening your client relationships—and in certain cases, ending them.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024