Shape

Shape

Year-end Checklist for Improved Performance in 2013

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Advisor Collaboration Synchronicity
by Bob Simpson, Synchronicity Performance Consulting Now that we have hit the half way point of November, it is a great time to start thinking about how to ...
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An unexpected route to ecstatic clients

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Dan Richards
A recent column in the New York Times about how to maximize the pleasure from vacations shed light on some recent conversations with investors that puzzled me at ...
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