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April 17, 2015

Trainees Slam Merrill With Another Overtime Suit
This action focuses on a different stage of the PMD program from the last.
Legacy Planning Takes Center Stage for Boomers
Thanks to demographics, wealth transfer is a matter of urgency.
The “Lost” Cat and Other Zany Prospecting Tactics
The Journal’s Vonnegut dishes on old-school business-development gambits.
Building Client Trust at the Very First Meeting
Asking the right questions early can lead to long-term success.
Don’t Let a Crying Client Throw You
Difficult conversations — repeated as often as necessary — come with the job.

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