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Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages

Managing Your Practice

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The Future of Financial Planning

Plancourt: I always think market competition is going to be our biggest headwind. And then I'll also sort of flip that question a little bit and just say, you know, where's the opportunity, right? In general, we are an optimistic bunch in general, but there are some natural some headwinds that may be coming our way. The pandemic sort of reset a lot of what people think a job should look like.

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