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How to Impress Prospective Clients: Grant Shorten

Renaissance Investments

The all-important first meeting can either make or break an advisor’s relationship with a prospect. Here’s how to ensure a good impression.

Category: Business Building

April 10, 2012

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A Year for Discipline: Grant Shorten

Renaissance Investments

After the volatile latter half of 2011, this year represents a time to go hunting for new clients who have lost faith in their existing advisor. It’s time to build some discipline into your practice.

Category: Business Building

January 26, 2012

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