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Creating A Practice By Design Rather Than By Default—Playing Defense
12/13/2021
How to use the 80/20 rule to retain clients and acquire new ones
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Creating a Practice By Design, Rather Than By Default
A simple rule for retaining your best clients and gaining new ones
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Create a Practice By Design - advisor worksheet
1/20/2023
Learn how you can use the 80/20 rule to retain clients and acquire new ones.
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