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The Cost Of Sloppy Bookkeeping

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Whenever the financials become suspect -- either for a multinational tech giant or an American small business -- it affects company valuation, but by how much?

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Grow Better (Organically And Inorganically)

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Many advisors want to grow, but often they stall out. Here's how they can get the momentum going again.

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The Case For Tactical Asset Allocation

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Tactical asset allocation's main advantages are risk mitigation during severe bear markets and enhanced returns in an upward trending market.

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Free Marketing Tools That Will Open Your Eyes

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To measure your presence in the digital world, first understand your brand personality, says United Capital CMO Gail Graham.

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Turning Retirement Planning Issues Upside Down

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Advisors can engage clients and prospects on a new level.

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Sustainable Spending For Retired Clients

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An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management.

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Business Tales That Never Grow Old

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"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago.

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Learn From Facebook, LinkedIn And Award Winners

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The 5th Annual Limra LOMA 2014 Social Media Conference showed how social media can be used to enhance financial service.

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Why Advisors Disagree About Hawking Their Performance

by Robyn Post/Reuters

Some financial advisors do not mind sharing the returns they have pulled in for clients. Those numbers, nonetheless, may come with a caveat.

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Seven Ways Advisors Can Give Themselves A Raise

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Adopting certain strategies can help financial advisors improve their bottom line in an era of shrinking compensation.

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