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The Advisor Playbook: Regain Liberation and Order in your Personal and Professional Life, by Duncan MacPherson

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The Pre-Appointment Phase The First Appointment (or Fit Appointment) The Second Appointment The Third Appointment (if needed, depending on a client’s sophistication) The New Client Welcome
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The Advisor Playbook: Regain Liberation and Order in your Personal and Professional Life
The Advisor Playbook: Regain Liberation and Order in your Personal and Professional Life
by Duncan MacPherson
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