How I determined I had to see more than one client at a time
By David Batchelor, CFP, Dip PFS During my first eight years in practice, I had amassed a significant number of clients. At that stage, I didn’t understand the difference between a...
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By David Batchelor, CFP, Dip PFS During my first eight years in practice, I had amassed a significant number of clients. At that stage, I didn’t understand the difference between a...
