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Weekly Focus - September 6, 2023 - "Elite Advisors Take Learning to the Next Level"

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When your clients are experiencing a life-changing event or a personal crisis, who do they think of? If it’s not you, you may not have the relationship you thought you had with your clients. If the pandemic and the volatile stock market of 2020 taught us anything, it’s that clients want to know their advisors are there to help them during times of crisis. Maintaining top-of-mind awareness among your clients is more critical than ever.



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