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    How I Stopped Worrying and Learned to Love the Next-Gen Takeover

    July 17, 2019

    It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago. To read the full article in Financial Planning, click: How I Stopped Worrying and Learned to Love the Next-Gen Takeover.

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  • Practice Management - QuickRead Featured

    Managing Expectations: Working with a Younger Generation of Staff

    June 4, 2013

    How to Work with Generation Y Lawrence Horwich explains what interests Gen-Y employees and how to create an environment within your firm to engage their interests. Find out more.  

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Recent Posts

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