To Prospective Subscribers

Dear Prospective Subscriber:

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 - July 3, 2024 - "Keep Emphasis on Client Goals vs Returns"

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It’s not uncommon for advisors, in an effort to win new clients, to make promises they’re not sure they can fulfill.



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