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Being in the business of making our clients more confidence, advisory teamwork is crucial. This Roundtable discusses the best practices being used by Certainty Teams to consistently, specifically and methodically deliver the confidence, the direction, the expertise clients are paying for.
By Jim Stackpool - Founder Certainty Advice GroupBeing in the business of making our clients more confidence, advisory teamwork is crucial. This Roundtable discusses the best practices being used by Certainty Teams to consistently, specifically and methodically deliver the confidence, the direction, the expertise clients are paying for.