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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. And so, that’s been my form of leadership and how I’ve taken to running my business. Anh: So, it is a separate practice.

Leverage 130
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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Notably, leadership style followed closely behind, with a greater influence than even pay and job characteristics.

Planning 130