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How an advisor who hates sales built a billion-dollar practice
By Jane Wollman RusoffRBC Wealth portfolio manager Patti Baum explains how she builds relationships with high-net-worth clients.
News and information for property & casualty insurance agents & brokers on how to attract new employees, where to look for employees, what skills to look for, and how to retain employees.
RBC Wealth portfolio manager Patti Baum explains how she builds relationships with high-net-worth clients.
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