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My Practice

How clients can be undone by undue influence

How to calm suspicious clients

Advisor or adviser? It’s not that simple

More My Practice

Do you use referral arrangements with outside experts?

How to scuba dive with clients

Client confidential: Fernande Vezeau

4 steps to deeper client relationships

Advisors must offer collaboration, convenience: IIAC

What to do about lavish wholesaler gifts

How would you structure your practice differently?

Save clients from emotional mistakes

Your guide to inflation-proofing clients’ lives