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Archive for July, 2011

Introducing Financial Planning Into Your Advisory Practice

Friday, July 15th, 2011

By Thomas Zaccaria, CFP® Adding financial planning to your advisory practice may be something you want to consider as it is a solid business building tool and provides great value to clients and realtionships. When we talk about financial planning it might seem pretty straight forward; you meet with a client, establish the parameters of […]

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