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    What do you want to ask Jason Bishara?

    Improving your Practice - Creating a Solid Marketing Plan for Your Firm From the get go, Jason Bishara has been an inspirational business leader. With demonstrated history of developing new business opportunities from initial concept to actual market launch with revenue ...

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    Topics: Jason Bishara, practice management, Round table, Round table discussion

    Personal Financial Management | Round Table Discussion with Jennifer Goldman

     

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    Topics: personal finance, Round table, Round table discussion

    Integrating Technology into your Advisor Firm

    A couple weeks ago we were lucky enough to have Michael Kitces and Roger Whitney lead our round table discussion on technology and your Advisor Firm.

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    Topics: Technology, technology for financial advisors, Round table discussion