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January 2017 In this issue...
- Inefficient Market Theory: active fund manager are quietly talking about the best investing environment of their careers. Credit the fund flows into ETFs and passive investments.
- Practice Management: How to use engagement standards with clients, your business and practically anything else.
- Client Services: A truly holistic financial planning service includes coaching and career asset management.
- Parting Thoughts: How we're winning the big war behind all the battles that our profession has been losing.