Crafting Client Testimonial Videos that Resonate
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The Art & Science of Effective Client Testimonial Videos
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This is When You Win
2023-04-10 • 4 min video

"Life is like the seasons, the markets are like the seasons. But as you know, as the advisor of the future, it’s not just about asset management... Practice management and relationship management are just as important, especially during times of turbulence and uncertainty."

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