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By Kara P. Stapleton |
November 1, 2008
"Basically, I felt stuck," recalls Matthew Keeling, a planner at Keeling Financial Strategies, in Mashpee, Massachusetts. "I knew what I wanted to do. I knew...
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By Kara P. Stapleton |
February 1, 2008
When it comes to how advisors market themselves, they shouldn't neglect an obvious yet somewhat overlooked first step. "People size you up within 10 or...