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Being a business owner yourself, it was most beneficial to gain a firsthand perspective from you of those things that I can do to add more value to my clients and those things that a business owner really appreciates. We all strive to deliver great service to our clients and to experience greater success in winning and retaining those valued relationships. Thank you for sharing with us those qualities that you appreciate and ideas of things that we can do better. Your presentation was outstanding!"

—BILL R. JENKINS, CFM
FINANCIAL ADVISOR
MERRILL LYNCH