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    “Since I began working with Jim, the number of referrals I have received has increased about eight fold. Jim has helped me, not only to hone my basic skills, but also to build the habit of asking for referrals and the (correct) expectation that I will get them. Any advisor who is serious about building his practice using referrals would be wise to work with Jim Charette.”

    Peter Shanahan, Vice President, Merrill Lynch