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科技整合與趨勢

Ali A. Hashemian, MBA, CFP

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引領客戶活動轉向對社會負責的社區服務計畫,可以使您再分配企業基金,創造傑出的價值。客戶傾向于邀請更具潛力的推薦人參加社區服務支援活動,這將在社交媒體上引發正面關注。摘自 2016 年年會演講。
 

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