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Program Overview In today’s world what you do is simply a commodity until the prospect knows WHY you do it and WHY it’s important to you. The same holds true with your investment strategy; the challenge is to express your approach and philosophy in a way that simplifies, not confuses, clarifies not overwhelms. Understanding what you [...]

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This article appeared in the July 2021 Journal of Financial Service Professionals. 

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This article appeared in the July 2021 Journal of Financial Service Professionals. 

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