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By Kevin Shanley |
April 23, 2013
Fortunately, getting the most from your meetings and delivering real value can easily be accomplished with the right strategic planning framework and the tools to evaluate success.
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By Patricia Fripp, CSP, CPAE |
December 2, 2012
Here are some sound strategies to raise your profile this holiday party season and beyond.
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By Heather Sloan |
October 1, 2012
As the holiday season approaches, here are some important points to consider when planning a special event for your best customers.
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By Brent Welch, CFP, ChFC, CLU |
May 1, 2012
Every year, I meet with a study group of six other wealth advisors and we talk about what’s currently working and not working in our practices.
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By Brent Welch, CFP, ChFC, CLU |
April 27, 2012
Banquet room seminars might not be working for you, but that's no reason to give up on events altogether. Some fresh ideas for your business.