Gallery: Best Practices of Elite Advisors

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on Sep 26, 2013

Where do I find the Book that is referenced in this article?

on Sep 26, 2013

You can find it at:
https://www.oechsli.com/catalog/books/best-practices-elite-advisors

on Oct 3, 2013

Presuming you have the clients' explicit authorization to disclose that they are a client in the first place...

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