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Connecting With Clients' Children
January 10, 2014

Off-to-college meetings can help advisors strengthen relationships with the next generation of potential clients. Advisor Erika Safran reveals a few things she makes sure to discuss.

Comments (2)
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Posted by esjmudkv w | Saturday, April 05 2014 at 6:14PM ET
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Posted by esjmudkv w | Saturday, April 05 2014 at 11:27PM ET
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