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Face to Face: Creating lifelong & multigenerational clients

How can wealth advisers create lifelong and multigenerational clients today? Focus on intimacy in your business and reap the rewards. Learn why intimacy matters and how to incorporate it in your business today.

$14.95

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The $14 Trillion Dollar Woman: Your Essential Guide to Engaging the Female Client

This book provides a straightforward and practical method for reaching women clients.

$9.95

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