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Vrijeme pridruživanja: prosinac 2017.

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  1. Prikvačeni tweet
    15. sij

    A huge shout out to our 2020 Firms to Watch, which were just announced today. These firms are committed to giving their clients the best possible advice. 🙌👏 See the full list here:

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  2. proslijedio/la je Tweet
    4. velj

    New project at ! Mission: Verify as many Certified Financial Planners (CFPs) as possible using public data, run regulatory analysis, then share the findings with the public. What Qs do you want answered? “Follow” along for weekly updates!

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  3. proslijedio/la je Tweet

    For a fourth year, recognizes innovative leaders in the financial advice industry who are shaping and transforming the profession. Learn more about these 11 visionaries – one icon and 10 innovators.

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  4. 31. sij

    Thanks for a wonderful few days at , . Here are some great messages from to head home with. -Amanda

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  5. proslijedio/la je Tweet
    31. sij

    How wonderful is this?!Stuffing Battalion Buddies (bears) for Operation Gratitude, supporting children of deployed military members.

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  6. 31. sij

    It's ! Check out this week's financial advisor . Scott has been registered as an advisor for nearly a decade and is registered. Check out his video series on helping pre/post-retirees plan for .

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  7. 31. sij

    Does your firm have a ? Americans, on average, listen to 6.5 hours of podcasts each week, according to the “Why Podcasts Matter” session at .

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  8. 31. sij

    Eye-opening session by this morning at . Photo credit:

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  9. proslijedio/la je Tweet
    31. sij

    “Give yourself permission to ask: What is it like to be black? What is it like to have a disability? Etc.” Ask this so you can think about what your client/ prospect/employee experience is. (I am paraphrasing.) bringing real talk at .

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  10. proslijedio/la je Tweet
    31. sij

    Best in the biz, talking about bringing in the next generation of advisors. “We’re the only profession that asks 22 year olds to start work and bring all their own business.”

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  11. 31. sij

    Advisory firms, take note of what the is looking for in their careers (via )

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  12. 31. sij

    Reasons more students don’t consider financial planning as a career via

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  13. proslijedio/la je Tweet
    31. sij

    “The major trends that provide the context for politics and economics are all aligned in a challenging direction. For the next few years this will be a volatile environment” -

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  14. proslijedio/la je Tweet
    31. sij

    ⁩ enlightening ⁦⁩ at on geopolitical affairs

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  15. proslijedio/la je Tweet
    31. sij

    Wow. What a panel. I’m still processing the stories you all so bravely shared. Thank you for raising the awareness for all of us. The list of resources we discussed is now up on the conference app. Check it out

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  16. 31. sij
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  17. 30. sij

    Shout out to Justin from , one of ’s Trusted firms. It was great chatting with you at !

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  18. proslijedio/la je Tweet
    30. sij
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  19. proslijedio/la je Tweet
    30. sij

    Thank you the students are loving the experience!

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  20. proslijedio/la je Tweet
    30. sij

    . is leading a keynote/therapy session for relationships & biz communication and I’m about to lose it. “Do you ever feel invisible? When you share sthg about yourself, it’s not for you: it’s meant to unlock ppl’s minds... Vulnerability is permission.”

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  21. proslijedio/la je Tweet
    30. sij
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