Monthly Archive: July 2023

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19 Prospecting Mistakes to Avoid

6. Failing to deliver. You want to be a person of your word. They have many people competing for their friendship and business. If you promise to send something or call, they will remember...

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California Replaces a Trust Investment Law

What You Need to Know The Uniform Law Commission approved the UFIPA model in 2018. California has become the seventh state to enact the model. Banking groups and groups representing trust and estate lawyers...