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12 Steps to Stand Out
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1. Personalization of Service
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2. Your Service Commitment
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3. Summary Letters
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4. Hold Clients Accountable
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5. Certifications
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6. Customized Portfolios
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7. Team
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8. Investing Competently: Have What It Takes
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9. Consultative Process
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10. Know yourself
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11. A Giving Approach
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12. Consistency and Constancy