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BACH TALK

The Ambassador Elite Program: A High-Touch Client Success Strategy That Leads to More Referrals!

In today’s episode of BACH TALK, I’m speaking with Stephanie Fullerton, co-founder of Fullerton Financial Planning. She creates a unique “members club” experience specifically for her clients in the financial services industry.

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As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

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