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The Elite Practice – A Mentoring Blog for Advisors

It Pays to Own
Itâ€™s true, ownerhsip comes with reponsiblity. Think about houses. As a homeowner, all...
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Don’t bother cold calling…
Cold calling is one of the most FAQs at my speaking engagements, so...
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‘Dream teams’ put wealthy clients front and centre /via @globeandmail https://t.co/WmLo1Y5jyq, May 4
Too one dimensional for something so complex --> Advisers to #UHNW try to treat art as just another asset https://t.co/b6JBqEQaDN, May 3

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