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Louie Gravance’s Seven Secrets to Providing Magical Service

The client service consultant shared some principals to consider when designing a stellar service strategy

By

Bridger Cummings

February 2024

Journal of Financial Planning: February 2024

Bridger Cummings is assistant editor of the Journal of Financial Planning. He can be reached at HERE.

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Journal: February 2024

February 2024

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Soft Skills for the Augmented Adviser

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Danielle Andrus

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It May Be a Mistake to Delay Social Security Retirement Benefits

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Gary Smith and Margaret H. Smith, Ph.D., CFP®

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Providing Stellar Service, Even When the Times Get Tough

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