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William L"I would have like a few more specific situations in dealing with potential clients. " |
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Douglas P"Great to have a down to earth presentation that doesn't get hung up on esoterica, like "Clayton Trusts". I really appreciate your approach to the topic." |
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Sally S"Concise, on-point, conducive to retention" |
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James M"Informative. Couple suggestions can be incorporated into my practice." |
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Steven J"." |