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Article Date: 2006-07-19 | Author: Peter R. Wheeler |
Coping With Change – Financial Professionals Must Adapt
by Peter R. Wheeler
Purpose: This paper discusses developments in the trend in the financial services industry away from single discipline practices such as accounting, banking, investment management, etc., to comprehensive...Read more
Article Date: 2005-09-09 | Author: Peter R. Wheeler, CLU, ChFC, CFP, CIMC |
Wealth Management - Delivering on the Promise
by Peter R. Wheeler, CLU, ChFC, CFP, CIMC
Wealth Management is not just a title, it is a process. It means knowing much more about your client and taking on many new responsibilities. It means finding an efficient way to work with other advisors,...Read more
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