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Compliance, Advisory, Strategic. Where are you most valuable?

Posted By L. Gary Boomer, Thursday, May 07, 2015

"I believe if you're above the line as a trusted adviser, your margins are going to be greater, as will your profits, and you will also be able to retain the client longer."

Gary Boomer discusses the value of Client Advisory Services and the role that technology has had in providing insight and foresight to your clients. Learn more by exploring information about The Producer Circle™ and the CAS Transformation.

3 minutes


Tags:  Client Advisory Services  L. Gary Boomer  leadership  Producer Circle 

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