Draper

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  Double Duty: Make Your Documents Work Twice as Hard

  By Bill Good  |  April 24, 2012

  I want to show you how to make your required documentation work overtime--for you and your clients.

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  APEX Award for Web Excellence Goes to ...

  By Bill Good  |  November 8, 2011

  The second-annual recognition goes to an advisor in Nevada who knows how to be found and look good.

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  At Schwab Impact 2011, Big Names Appear, Big Themes Predominate

  By James J. Green, AdvisorOne  |  October 31, 2011

  Bill Gross, Tony Blair, Maria Bartiromo and Chuck himself welcome advisors to Schwab’s hometown for Impact 2011.

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  Building an Offensive & Defensive Strategic Plan

  By Bill Good  |  October 26, 2011

  In every downturn I've witnessed, advisors who did not have systems in place to raise new money participated in the hated income-reduction plan.

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  The #1 Worst Practice: Getting Rid of Clients

  By Bill Good  |  October 18, 2011

  Here's what your peers think about the spooky advisor practice known as book pruning.

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  Client Marketing: The Easy Way to Get Started

  By Bill Good  |  October 12, 2011

  Having a good marketing strategy is key to retention, as well as to present and future business.

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  2010 Advisor Hall of Fame

  By Ellen Uzelac  |  December 1, 2010

  Welcome to Research magazine's Advisor Hall of Fame, now in its 20th year. This eagerly anticipated annual feature has become a benchmark of excellence in...