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Planning Client Service Contacts

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CompleteMarkets Editor, Pat Kefauver 1/9/2014 12:00:00 AM

An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate...

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Ten Strategies To Avoid The Brushoff

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM

TEN STRATEGIES TO AVOID THE BRUSHOFF FROM NEW REFERRAL PROSPECTS by Bill Cates Even referral prospects can give you the brush of if you dont approach them properly. Here are a ...

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Planning Client Service Contacts

Ten Strategies To Avoid The Brushoff