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01:58 Perfect lifetime client: rare, valuable, multiple engagements.

05:57 Client diversification is crucial for sustainability.

07:00 Need lifetime and onetime client diversity.

13:36 Building client loyalty: gifting and appreciation events.

14:41 Team forgets, execute strategy. Appreciation events connect clients. Reach out, give gifts, make them feel appreciated.

20:35 Build trust with clients by providing value.

24:27 10 new clients: 4 from Bob, 2 from Priya

26:30 Draft general employment agreement, review HIPAA policy.

29:59 Soft, empathetic team vital for family office.

34:06 Identify repeat clients and their sources for patterns.

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