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The Successful Adviser by James McCrackenEpisode from the podcastThe Successful Adviser by James McCracken
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Client Acquisition and Retention Tools with Roxi Becker

Client Acquisition and Retention Tools with Roxi Becker

Released Tuesday, 11th February 2025
Good episode? Give it some love!
Client Acquisition and Retention Tools with Roxi Becker

Client Acquisition and Retention Tools with Roxi Becker

Client Acquisition and Retention Tools with Roxi Becker

Client Acquisition and Retention Tools with Roxi Becker

Tuesday, 11th February 2025
Good episode? Give it some love!
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From The Podcast

Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nuggets of wisdom for you, Adviser Nation!

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