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Featured Posts

    The Practical Math of Succession

    The math is simple. The longer an advisor can postpone a sale, the more cash is put in his/her pocket. Whether the sale happens today or five years ...

    Holiday Presents: Going the Extra Mile to Show Your Clients You Appreciate Them

    Getting a gift for your clients during the holidays is not just a nice sentiment, it's good business. Small but meaningful gestures such as ...

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