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Industry Update: The 10 Characteristics of the Most Successful Teams

The Diamond Podcast for Financial Advisors

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Is There a Difference Between a No and a Yes?

Top advisers have become frustrated with the bureaucracy that says no. When an adviser can no longer insulate clients from policies, or they lose a client because of a policy, that's the straw that breaks the camel's back. Good teams do a really good job of not letting their clients know that they're unhappy and that there's things that aren't perfect.

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