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April 2, 2024

Defining ideal clients as a financial advisor

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Practice Management Trendsetters

By Grant Hicks • February 10, 2025
Collecting and managing data for financial advisors, there has to be a better process?

Segmentation mistakes financial advisors make and how to avoid them

By Grant Hicks • February 3, 2025
Segmentation mistakes financial advisors make and how to avoid them

Practice management trendsetters

By Grant Hicks • February 3, 2025
Segmentation mistakes financial advisors make and how to avoid them
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