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If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Weekly Focus - August 28, 2024 - "Differentiate Yourself with an Invaluable Client Experience"

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The client goal-setting process is critical. Done right, it should form the basis of an advisory relationship. Clients hire you to help them achieve their goals. But they need your help in defining them.



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