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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Tax Planning. He can be reached at [email protected].

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In fact, we probably would have been much more profitable. Author: Michael Kitces. Team Kitces. And we’re just only going to hope that we get those.

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