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401k AI Savings Gaps
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  • Carol Skinner posted a new activity comment 10 years, 1 month ago

    Meeting face-to-face with client at least once a year is critical. The number of on-site visits per year really depends upon the client’s preferences, so each client should have a customized schedule calendared a year in advance.

    However, I think the frequency is only part of the consideration when thinking about meeting with clients. Who y…[Read more]

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