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A Holistic Approach to Financial Planning

Four considerations when planning your future with an advisor.

The (Negative) Power of the Assumption

"I think there is a world market for maybe five computers." -- a 1943 forecast by Thomas J. Watson, Chairman of the Board at IBM.

What to Say to an Annoyed Client

Turn a listing client's complaint into an opportunity to re-engage them in the selling process.

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Return on Networking: The ROI of Social Media

Interacting is engaging, and people who are engaged tend to be happy followers. The more you take part in conversations via comments and responses, the more lively and visible your presence becomes.