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  • Redesigning Success

    by Eric Rasmussen

    The advisors at JMG Financial Group decided they had to tear up their organization and start over if they were going to have a future.

  • The Mysterious Magic Of Mergers

    by Philip Palaveev

    Hundreds are going on in the advisory business, but doing them successfully is a challenge.

  • Feathering An Advisory Nest

    by Mary Rowland

    Laura Schilling has opened a firm staffed with stay-at-home moms.

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