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Eight Tips for Successful Meetings
As a financial advisor you are almost by definition in a leadership role. Regardless of whether you work for an investment advisor, major firm, regional boutique, or independent broker-dealer, you are in charge of your own destiny. You are responsible for finding clients, managing clients and creating an efficient practice with various team members. This invariably means you are involved in many client and team meetings. This coaching session offers eight tips for making your meetings more successful. . . . (to read the remainder of this article, please log in below.)
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