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My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. I wrote this book to show financial advisors exactly how they can use digital marketing to grow their businesses. .
Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. More and more of our new and existing clients— individuals, families and institutions—focus on this issue and look to us for solutions.
Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research.
Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. One exciting opportunity this year has come from Annie Duke’s latest book Quit.
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