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Business Planning for 2013
About this Video
Jason
Submitted By: Jason on December 03, 2012
About the Video: Michael Silver and Eric Sheikowitz, co-founders and managing partners of coaching firm Focus Partners, discuss business planning for 2013, the types of New Year’s resolutions advisors should be making, and what lessons FAs should be taking out of 2012.
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Brian Lauzon, CFA commented on December 06, 2012
Great topic. It's incredible how many parallels there are between financial planning and business planning. Same concepts and motivations apply.
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