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Jennifer P. Mann, MBA, CFP
Jennifer P. Mann, MBA, CFP
in MDRT EDGENov 12, 2021

Turning transactional clients into planning clients in a virtual world

Jennifer P. Mann, MBA, CFP, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.
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Author(s):

Jennifer P. Mann, MBA, CFP

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