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2024年6月1日 · 身為保險業務員,必然都會思考著生產力與銷售,但事實上在這2點之前,必須要先思考「全方位理財」這個概念與定位。 想成為能提供全方位理財的財務顧問,第一件事情就是要清楚自己的定位與所扮演的角色。