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As the founder and chief strategist of Encore Partners, I work with financial advisors, investment managers and financial planners. My goal is to lead each of my clients to peak performance using my time-tested, ENCORE Approach to sales and business development. Through our work together, my clients' businesses grow faster, run more smoothly and deliver world-class client service. I wrote a book for the financial services industry entitled Delivering the Ultimate Client Experience. Learn more here.
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