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'Lords of Finance,' 'The Three Box Solution' and other must reads recommended by industry experts.

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Brexit: How to manage client fears

Now is the time to prepare your clients to toughen up (and yourself, too).

Be prepared for sudden termination

Being able to prove past production means the difference between a great deal and no deal when you're switching firms.

The 4 biggest social media mistakes advisers make

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.
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