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Selling your book, by Dan Richards

FinalytixBest Practice Selling your book, by Dan Richards

Selling your book, by Dan Richards

Selling Book Dan Richards

Three things to consider when selling your book

Interview of Dan Richards, Ellen Bessner |
In part one of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss three key issues advisors need to consider when selling their book.
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