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Professional Partners Success Blueprint

A proven step-by-step guide to developing profitable referrals from solicitors & accountants

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6 months ago, we took on a new client. He is typical of most advisers. He cares about his clients, was trained to sell products, and is worried about the future impact that RDR will have on his business. A particularly big clawback that nearly finished his business, was the trigger for change. The first …

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