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Why clients give advisors cookies but not referrals Why clients give advisors cookies but not referrals

Charles Paikert | Financial Planning, November 2017

Summary: CHICAGO - Your best clients give you cookies at Christmas. They hug you when they see you. They know the names of your children. But they won't give you a referral.

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Why clients give advisors cookies but not referrals Why clients give advisors cookies but not referrals

Charles Paikert | Financial Planning, November 2017

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