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Financial planning for premium clients

Jeffrey James Doolittle

Dec 1, 2022

Financial planning for premium clients

Jeffrey James Doolittle, a two-year MDRT member, shares how he secures big case clients, his financial planning approach to advise clients, and strategies to help them achieve their goals.
Interpersonal communication skills that a financial advisor must practice

Melvin Mella; Jeffrey James Doolittle; Brylline Dhia Francisco-Concepcion

Dec 15, 20223 min

Interpersonal communication skills that a financial advisor must practice

Learn soft skills that build better client relationships.