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Knowledge and Insight > Thought Leadership
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Combat Complacency With One Social Lunch a Week

Matt Oechsli | wealthmanagement.com, November 2019
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Summary: Allow me to ask you a question; if I shared with you the No. 1 social activity corresponding with new $1 million or greater clients coming into your business, would you be interested in hearing more details? My guess is that most of you would. After learning about this social activity, would you do it?

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