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Weekly Focus - June 14, 2017 - "Be Firm In Your Resolve"

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The time will surely arise in your career when a client wants to move his or her account to another Advisor. The time will surely arise in your career when a client feels she deserves a lower fee. The time will surely arise in your career when a client balks at a suggested course of action. The time may very well arise when a client decides to manage his account himself. All these issues must be resolved tactfully.



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