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Monthly Archives: December 2014
Results-Driven Solutions: Looking Ahead…2015 Industry Practice Management Focus Areas
Happy December! The final days of 2014 are upon us. Please be sure to spend this time reviewing the year, being present to enjoy the many “gifts” that the holidays bring, and looking toward building a stronger future. The energy that you put into this time of year will reap rewards for the upcoming year, so we encourage you to spend it wisely. This newsletter will help you focus on some critical questions that you should be asking yourself regarding your practice. Enjoy! Continue reading
Posted in Newsletters
Tagged advisor performance, investment advisor teams, news, newsletter, onboarding, organic growth
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