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Priti Ajit Kucheria, LUTCF, CFP
in Annual Meeting; Global Conference
Aug 31, 2020
Transition from wow to a-ha!
When you transition from wow to aha with your clients, you’ll not only surprise and delight your clients, but you’ll qualify for Court of the Table and Top of the Table.
Client service
Author(s):
Priti Ajit Kucheria, LUTCF, CFP
MDRT Member: 23 years
