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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Macroeconomic & Geopolitical
Creative Destruction
This piece is approved to use with clients.
Economist Joseph Schumpeter coined the phrase “creative destruction” to describe the way innovation in the manufacturing process increases productivity while destroying the old way of doing things as a new efficient way is developed.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.