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Join date: Nov 10, 2020
Posts
Dec 18, 2020 ∙ 2 min
Globe & Mail: Advisors back in growth mode
April-Lynn Levitt, business coach says that advisors have shifted from reactive to proactive mode as demand from clients increases.
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Dec 1, 2020 ∙ 1 min
Nov E-News: 'Tis the Season for Business Planning
Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?
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Nov 6, 2020 ∙ 1 min
Video: Steps to Effective Business Planning for Advisors
Steps to Effective Business Planning for Advisors
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April-Lynn Levitt
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