Mastering Total Client Engagement
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What is Undermining Success?
2024-06-04 • 1 min video

Watch the full Blue Square Video, "Overcoming the Interlude: Turning Intention into Action for Financial Advisors Ep. 179", where Duncan outlines a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the improvements to their client experience. Link is here: youtu.be/QrzUus_W7xY

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