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figure out what your clients really want
October 7, 2019

How to Figure Out What Your Clients Really Want

We’re always talking about how can help financial professionals serve their clients better by personalizing…
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Xerocon Brisbane
Webinar & Event Highlights
September 11, 2019

An Accountant, a Barber, and a Skateboarder Walk into a Bar*

With little more than a warning of “what happens in ‘BrisVegas'...” Hailey and I took to the skies and headed Down Under, ready…
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