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The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated fi
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Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tes
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The New Retirementality
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With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace