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After this session, participants will understand:- Client selection and its importance technically and financially- Appropriate fee types...
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How are firms successfully navigating the increasingly competitive recruitment and retention challenges? Explore the latest data from Zwe...
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Sign in for your pricing! Price: $59.00
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Presenter: Vincent Lafitte, CDFA
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Price: $29.00
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Presenter: Jennifer Greene, CDFA
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Price: $29.00
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Presenter: Diane Klug, CDFA
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Price: $29.00
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Presenter: Lynda Meyer, CDFO
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Sign in for your pricing! Price: $29.00
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Presenter: Jennifer HinkleyKarnisky
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Price: $29.00
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Presenters: Lisa Syfrett, CDFA and Stephanie Kirschner, FSDA
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Price: $29.00
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Presenter: Elizabeth Harris, FSDA
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Sign in for your pricing! Price: $29.00
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Is your firm pursues new business your staff must navigate difficult conversations around fees and pricing every day. Pressures from exis...
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Sign in for your pricing! Price: $25.00
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