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Terry Powell

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FORUM: Why success is is simple as A, B, and C

Success looks different for every financial planning firm. But a Professional Planner/MLC Advice Partnerships forum has identified some of the common elements. And it all starts with the client. In practice management terms, that means segmenting clients into relevant and distinguishable groups, and ensuring that the service the firm offers to each segment is both valued

Simon Hoyle

August 04, 2014

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