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Summary: In this article, I break down some of the material that I believe can be valuable when speaking to clients about a move. Starting with the distribution methods then getting into the subject matter.
"How do you handle a conversation with care and confidence when numerous conversations need to occur as quickly and efficiently as possible? The answer is preparation. The key is to identify the important information, plan its distribution, and practice."
Grier Rubeling, Founder, Advisor Transition Services
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