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As regulators up the pressure, bankers share ideas
Early experience highlights frustrations
As economy improves, clients expect more from advisors
Key steps—and commitment—prevent “Customer Attention Deficit Syndrome”
Retailers have many options and cash is expensive
All parties get tarred, which prompts some promising trends
Maybe we’ve forgotten the actual point of it all
Traditional tool outlived utility, prevents adoption of better techniques
When did you last visit a customer?
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