Updated Sunday, May 19, 2013 as of 5:11 AM ET
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Own Your Brand, Be Your Brand
Shirl Penney
How important is naming, branding, promoting and marketing? For some independent advisors who came to independence from larger employee advisor models, you may not have thought as much about your brand in the past. As an independent firm in a growing and increasingly competitive landscape, it’s important to recognize that you are building a brand as much as a business.
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Practice Management
Protect Investors from Their Worst Enemy: Themselves
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