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How Not To (Financially) Screw Your Clients

Dashboard > Client Investment Recommendations and Strategies > How Not To (Financially) Screw Your Clients

How Not To (Financially) Screw Your Clients

Eddie was still on a high from seeing Big V, home plate collision rekindled, reipadded. He wanted to see her again, but couldn’t shake the feeling that he was in over his head. When Miyagi shook a glossy spiral-bound book in his face, he looked at it blankly. Miyagi flipped the cover back, showing Eddie pages filled with numbers, charts, and bulleted lists of services provided.

“Is pitchbook,” Miyagi tells him.

“What’s that?”

“Book for winning business. See this page? List of client...

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