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Make sure you know which calculator to bring to your test. You know what they say: don't bring a buffalo chip to an Ultimate Frisbee tournament. I lost a lot of friends that day...

How To Not (Financially) Screw Your Clients

Dashboard > Client Investment Recommendations and Strategies > How To Not (Financially) Screw Your Clients

How To Not (Financially) Screw Your Clients

Eddie was still on a high from advising his very first client, but he couldn't shake the feeling that he was in over his head. When Miyagi shook a glossy spiral-bound book in his face, he looked at it blankly. Miyagi flipped the cover back, showing Eddie pages filled with numbers, charts, and bulleted lists of services provided.

"It's the pitchbook," Miyagi told him.

"What's that?"

"It's the book for winning business. See this page? Here's our list of clients. Some big names here."

"What's all...

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