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March 30, 2017
5 Reasons to Have an Investment Philosophy

By Karen Parker

David Booth, co-founder and executive chairman of Dimensional Fund Advisors, has said, “The most important thing about an investment philosophy is that you have one.”   Do you have one? And... Read more

Practice Management

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September 22, 2016
Longevity and Continuity Planning Isn’t Just for Your Clients

By Vince Crivello

It was a crisp, clear day in Sedona, Arizona. As an advisor, I was attending my broker-dealer’s 2007 educational conference and had just finished up a session. I was catching up with my business... Read more

Practice Management

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September 16, 2014
Are You Doing Client Educational Events or Pitching Products?

By Steven J. Atkinson

Early in my career I was given some great advice by someone I admire to this day. As a young regional director trying to help financial advisors I was constantly looking for new ideas and new way... Read more

Practice Management

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