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5 New Year's resolutions for advisers

Sheryl Rowling | InvestmentNews, January 2019
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Summary: A new year has begun and most of us have the same goals: Add new clients. Make more money. Become more efficient. But these are not the same as resolutions. According to the Oxford English Dictionary, a resolution is "a firm decision to do or not do something." To reach your goals, specific resolutions must be accomplished. With that in mind, I'd like to suggest that each of you commit to at least one resolution for 2019.

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