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Agency Builder Insights


When you’ve been in the industry since 1983, you learn a few things about marketing, sales, and building businesses. That’s why we created Agency Builder Insights: your one-stop source for the latest on issues from keeping compliant and generating leads to building a more efficient business.


September 6, 2018 | Compliance
By Julie Wagner

Your Most Important Asset Might Be Client Files
In addition to being a good practice, maintaining detailed client files can help protect you and your business from costly compliance violations. Strengthen your file-keeping habits with our checklist of seven things to include in each client file.

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