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The Ideal Client Event - Blue Square Method
2018-10-09 • 6 min video

In this episode Duncan discuss the concept of the Ideal Client Event, that’s agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process.

Want to learn more about the Ideal Client Engagement, and Advisor Protocol visit: www.advisorprotocol.com

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