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Angus Donald McQueen, Dip CII, Dip PFS

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現有客戶引薦的價值遠比我們想像得高。很多顧問並未花費足夠的時間圍繞這些極具影響力的個人們建立一個流程。Angus McQueen 分享了自己培養這些特殊客戶引薦人的方法。摘自 2016 年年會演講。

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