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By Gil Weinreich, AdvisorOne |
January 1, 2013
Whether the goal is increased prospecting, better client service or a CFP designation, the trouble advisors run into is not an inability to frame a worthy goal, it’s the ease of getting out of it.
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By Gil Weinreich, AdvisorOne |
April 3, 2012
A little-known DOL exemption for computer modeling confers a marketing advantage for IRA rollovers, says Lou Harvey of market research firm Dalbar.