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The Quality of Life client white paper MF929 (293 KB)  
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Who Will Change My Light Bulbs? client white paper (442 KB) FINRA Letter  
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How Will I Get an Ice Cream Cone? client white paper (985 KB) FINRA Letter  
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Who Will I have Lunch With? client white paper (1 MB) FINRA Letter  
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The Quality of Life client worksheet PDF MF944 (471 KB)  
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The Quality of Life client seminar presentation (2 MB)  
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