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Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Financial Advisor Success

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Chevron Retiree Party

We send out $5 for either Starbucks or Sonic or Dairy Queen to go get a blizzard. And then we do for Mother's Day and Father's Day, we send out little gift cards to them. So that way I can do it to all my clients. It is always more than just the money.

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