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Creating a waitlist practice

Tracey Karen Diana Devonport

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Every advisor's dream involves a practice with a list of clients vying for their services. According to Devonport, a 20-year Top of the Table member, it isn't impossible. Learn how to differentiate your practice, creating the perfect client experience. She also discusses dealing with clients' expectations, developing clients for 10 or 20 years from now, and creating the perfect back office.

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