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When a high-net-worth client seemed more interested in leaving his office than financial planning, MDRT member Gino Saggiomo, CFP, of Australia, found a way to hold the client accountable and financially prepared for the future. Find out more in this MDRT Annual Meeting presentation.
Also, you’ll find more insights from MDRT members around the world at www.mdrt.org/l.... When MDRT members log in, they’ll see exclusive content. Learn more about MDRT and its family of brands at www.mdrt.org/a.... You can also find more content in the MDRT Blog at www.mdrtblog.org.
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