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Have you ever taken a pay cut? Do you regret it?
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And another one bites the dust
Has anyone used Smart Asset for lead generation?
Anyone knows about the base for chase PCA?
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If you are inheriting the book, make sure you protect that book and not let it churn to the other advisor who managed it in his/her new bank.
Also, clients don’t care what logo bank you work for, so don’t be afraid to leave Citi.