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

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Using an agenda, having a fit process, onboarding a client systematically and deploying a service matrix
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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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