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Knowledge and Insight > Thought Leadership
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Client retention is job number one

Kristine McManus | InvestmentNews, March 2025
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Summary: Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that most advisors should circle and celebrate – and for good reason.

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