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How To Not (Financially) Screw Your Clients

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

How To Not (Financially) Screw Your Clients

Eddie was still on a high from advising his very first client, but he 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.

"It's the pitchbook," Miyagi told him.

"What's that?"

"It's the book for winning business. See this page? Here's our list of clients. Some big names here."

"What's all...

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