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The importance of meeting face to face

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Home In Depth Special Reports Keeping your practice compliant The importance of meeting face to face

Keeping your practice compliant

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The importance of meeting face to face

In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain why face-to-face meetings are essential to advisors’ know-your-client obligations.

  • By: Dan Richards, Ellen Bessner
  • June 27, 2016 November 9, 2019
  • 05:30
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