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Building Your FS’s Client Roster

Building Your FS’s Client Roster

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Building Your FS’s Client Roster. 2002 MLB Payroll. Building Your Roster “ SABERMETRICS” Example : RBI vs. OBP. Serving Clients: Discovery & Needs Assessment. Cary Parker. Dedicated Financial Advisory Team. Building Your Financial Services Roster. - PowerPoint PPT Presentation

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Building Your FS’s Client Roster

2002 MLB Payroll

Building Your Roster

“SABERMETRICS”Example: RBI vs. OBP

Serving Clients: Discovery & Needs Assessment

•Cary Parker

Dedicated Financial Advisory Team

Building Your Financial Services Roster