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Draw the Line - (AskDON)

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I am coaching an Advisor who is in an all-too-familiar dilemma. She is so anxious to build her business that she is willing to do business with practically everyone. She wants clients and she wants assets and she is not setting a high bar for entry. As a result her clientele is a mishmash of personalities. She likes most of her clients, but she has a few she really dislikes. Her question is simple. “How do other Advisors draw the line?”
Running Time: 2:36

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