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Taking time to understand client goals and helping them develop plans is crucial to client retention, say Justin Duft , JD, CFP®, CLU®, ChFC®, CLTC®, MSFS®, vice president of advanced planning at Commonwealth. Here, he explains how a holistic approach enables clients to express their dreams and wishes, establishing deeper, more profitable, longer-lasting advisor-client relationships.
Learn more by visiting www.commonwealth.com
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