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FINANCIAL ADVISOR BLOG

Client Situations

Today’s Blog is about acknowledging Turning The Corner and making the Blogs about client situations. Today’s Blog is also short as I am taking the

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Rookie Of The Year

– photo courtesy of; http://www.baseballmovie.com/images/rookie-of-year.jpg I can’t tell you how many times I hear, “I was rookie of the year” and ever since, the client

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Team Boundaries

– photo courtesy of; www.allposters.com While you are very successful, the price of this is you are giving and giving and giving too much of

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Segmentation & Niche

I had a few more thoughts on segmentation. Please note that you are looking at it from a repeatable process as it must be scalable

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