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Business Planning (7)
The Key Ingredient to Your Business Plan: Your Strategic Vision
In the past 15 years – since shortly after it’s IPO – Amazon stock has returned 36.08 percent on an average annual return basis. That’s impressive and due at least in...
The Gloomy Generation: How Financial Advisors Can Help Baby Boomers
“All generalizations are false, including this one.”…Mark Twain
13 Strategies to Energize Your Marketing Materials
With respect to marketing for financial advisors, marketing materials are among the necessary tools to expand awareness of their practice, as well as to reach out to...