Winning Clients in a Wired World - Front Cover








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Winning Clients is not a book to read, it is a book to use…a combination reference piece, workbook, and software manual…written specifically for financial advisors. I’ve implemented the Knowledge Journal on a couple of projects and feel more in control already. Kip puts success in gathering assets, experience and expertise in marketing, an understanding of technology and how to use it, and the ability to communicate complicated concepts simply all under one cover, which makes this book a winner.”
—Lawrence Blonquist, President
Turnberry Financial Services

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