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  1. JoAnne Sommers
    If your clients aren’t happy, they’ll leave
  2. Tessie Sanci
    Explore the untapped potential of your existing book
  3. Dan Richards
    Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude
  4. Tessie Sanci
    Find out as much as you can about those who could poach your clients
  5. Tessie Sanci
    Learning to deal with “no” can lead to success down the road
  6. JoAnne Sommers
    Responses from clients can help you identify unmet client needs
  7. JoAnne Sommers
    Women are loyal and more likely to provide referrals
  8. Tessie Sanci
    Benefit from the wisdom of successful professionals outside your usual circle of contacts
  9. Dwarka Lakhan
    Identify the attributes of the clients you most enjoy working with
  10. Tessie Sanci
    If used correctly, this tool can turn prospects into clients