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Offering proven strategies for transforming financial practices, this book reveals methods used by successful advisor Matthew Jarvis to enhance business efficiency and attract top clients. It provides a replicable system designed to deliver significant value, enabling readers to build their ideal practice. Included are practical client scripts for immediate implementation, making it a valuable resource for financial professionals seeking tangible improvements in their operations and client engagement.
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Delivering Massive Value, Matthew Jarvis
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- Année de publication
- 2022
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