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Make HNW client meetings a positive experience-Dan Richards

FinalytixBest Practice Make HNW client meetings a positive experience-Dan Richards

Make HNW client meetings a positive experience-Dan Richards

Part 2 of 8

In part two of an eight-part series, “Maximize your meeting impact,”

Dan Richards, CEO, Client Insights, explains how to create meeting agendas tailored to engage your high net-worth clients.

 

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