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Showing 2 results for "MAI113;REP_DESIGN"
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PRACTICE MANAGEMENT ( 1 RESULTS)
Creating a Practice By Design... advisor presentation
5/6/2025
Use the 80/20 rule to retain your top clients, and acquire new ones by replicating those relationships.
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LITERATURE (1 RESULTS)
Create a Practice By Design - advisor worksheet
4/8/2025
Learn how you can use the 80/20 rule to retain clients and acquire new ones.
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