How to Connect with Your Clients
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How to Connect with Your Clients

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Although its importance is intuitive, many investment professionals still have trouble connecting with an understanding their clients. In this interactive seminar, Dr. Daniel Crosby sets forth the ...

Although its importance is intuitive, many investment professionals still have trouble connecting with an understanding their clients. In this interactive seminar, Dr. Daniel Crosby sets forth the ways in which deeper client can connection can occur and how it can actually lead to improved investment outcomes.

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How to Connect with Your Clients How to Connect with Your Clients Presentation Transcript