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SUMMER TRANING REPORT ON “TARGETING AND POSITIONING STRATEGY OF FINANCIAL SERVICES” A dissertation submitted to RELIANCE CAPITAL In partial fulfillment of the requirement…

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In Search of the Industryâs Holy Grail: Penetrating the Middle Market Walter H. Zultowski, Ph.D. WZ Research + Consulting, LLC Brian Perlman, Ph.D., CLU, ChFC, FLMI Mathew…