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With professional financial planner Peter Merrick, and several other contributors, David Bertschi has co-authored The TASK – The Trusted Advisor’s Survival Kit. The Task is a call to action for Trusted Advisors of all stripes and professions to rise to the challenge and provide leadership to their clients with the very best knowledge, judgment, guidance and wisdom as humanly possible to assist their clients reach their desired financial and life goals. For more information go to:

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