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Building Your FS’s Client Roster

Building Your FS’s Client Roster. 2002 MLB Payroll. Building Your Roster “ SABERMETRICS” Example : RBI vs. OBP. Serving Clients: Discovery & Needs Assessment. Cary Parker. Dedicated Financial Advisory Team. Building Your Financial Services Roster.

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Building Your FS’s Client Roster

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  1. Building Your FS’s Client Roster

  2. 2002 MLB Payroll

  3. Building Your Roster“SABERMETRICS”Example: RBI vs. OBP

  4. Serving Clients: Discovery & Needs Assessment • Cary Parker

  5. Dedicated Financial Advisory Team

  6. Building Your Financial Services Roster

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