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Does your meeting strategy drive clients away? -Dan Richards

FinalytixBest Practice Does your meeting strategy drive clients away? -Dan Richards

Does your meeting strategy drive clients away? -Dan Richards

In part seven of an eight-part series,

“Maximize your meeting impact,”

Dan Richards, CEO, Client Insights, explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face.

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