Doug Carroll of Meridian Credit Union digs in to all the issues you need to consider to successfully sell your book of business. Then, Paulette Filion of StrategyMarketing.ca talks about improving your discovery process and client meetings, especially when it comes to female clients.

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Hosted and produced by Bruce Sellery

Mixed and edited by Jason Perrier of Phizzy Studios

Editorial direction and visuals by the Advisor's Edge team

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