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Timothy Daniel Clairmont, MSFS
David W. Olson Jr.
Edward Franklin Marshall, APFS
Carla Brown, FPFS, CFP
in Top of the Table Annual Meeting
Dec 16, 2021
Innovative client engagement ideas in the new world
In this panel discussion, three Top of the Table members share how they created new ideas for engaging clients.
Communication techniques
Author(s):
Timothy Daniel Clairmont, MSFS
David W. Olson Jr.
Edward Franklin Marshall, APFS
Carla Brown, FPFS, CFP