Updated Monday, July 28, 2014 as of 10:39 PM ET
Practice - Social Media
Editor's View: Architects of Change
Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive
Monday, October 1, 2012
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There's a phrase I use a lot: happy problem. It describes my predicament when I've got two or more (maybe many more) good choices. I've had this problem at pastry shops and I've had this problem when judging which advisors have had the most profound impact on the profession.

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