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Insulate Clients from What You Can't Control
2018-12-31 • 20 second read

Talk to your clients and insulate them from the many factors out of your control. The more they trust you and feel comfortable with you, the more likely they will respond with advocacy when a friend asks them if they are happy with their professional advisor.

Excerpt from The Advisor Playbook. For our daily stream of actionable insights visit www.paretosystems.com

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