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As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.
January 4 -
A careful merger of exuberance and realism fuels success for clients.
October 30 -
Louis Papa maintains round-the-clock, uninterrupted communication with all of his clients, which is possible because he only serves around 60.
October 1 -
Despite the mantra about building a client niche, bank advisor Jim Marquardt has marched to his own drum as a generalist in Minnesota.
August 25
