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A revolutionary approach to advising clients

Tim Cestnick, FCA, FCPA

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In this presentation, Tim Cestnick will share insights into a new approach to advising clients. This approach can motivate a client to act on advice in a timely manner, and can move any professional quickly into the realm of the most trusted advisor. This is an approach that Cestnick and the firm he founded — one of Canada’s most successful family office firms — has been using with much success for years. You will build a hedge of trust around your clients and will see an acceleration of referrals from your best clients.
 

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