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Are your clients fully aware of all that you do?
2018-02-28 • 20 second read

It should go without saying that you can’t take your clients for granted. But it’s probably less obvious to you that you can’t take it for granted that your clients are fully aware of all that you do in a clear and comprehensive way.

Excerpt from The Advisor Playbook: www.paretosystems.com/the-advisor-playbook

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