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New to Planning? How to Add Value at Your Firm

One of my favorite mantras for support advisors is this, “Details are your responsibility.” In the financial planning field, great plans live and die in the finer points. But, most practices just don't have the time and resources to check complex calculations. That’s where you come in. To read the full article in FinancialPlanning, click: New to Planning? How to Add Value at Your Firm. ...

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