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Bob Veres: Unlocking the six dimensions of client service

The client experience is critical for adviser success both today and tomorrow. Learn six simple steps to a better client experience from Bob Veres.

More: Shareholder Services Group Conference 2019

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Bob Veres: Unlocking the six dimensions of client service

Bob Veres: Unlocking the six dimensions of client service

How fintech can help your client experience

How fintech can help your client experience

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