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  1. Tessie Sanci
    Showcase your expertise using examples from your practice
  2. Tessie Sanci
    Put your strategy in place by exploring the needs and preferences of the groups you want to attract
  3. Tessie Sanci
    Listing the steps, allocating resources and periodic review keeps your plan on track
  4. Tessie Sanci
    Start by developing a vision for your practice
  5. Special Feature

    Planning to succeed

    Tessie Sanci
    A four-part series on developing a strategic plan.
  6. Dan Richards
    Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude
  7. Tessie Sanci
    It’s engagement, not satisfaction, that motivates clients to recommend you
  8. JoAnne Sommers
    If your clients aren’t happy, they’ll leave
  9. Tessie Sanci
    Explore the untapped potential of your existing book
  10. Tessie Sanci
    Find out as much as you can about those who could poach your clients