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Thursday, April 11, 2024
C2P
Advisor Career Path & Compensation Models
Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.
Thursday, February 8, 2024
C2P
How to Increase Your Competitive Advantage with Tax Planning
If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
Monday, December 11, 2023
CFA Society Washington, DC
Handbook of Artificial Intelligence and Big Data Applications in Investments
While many still see AI and big data as a threat, we at CFA Institute have consistently advocated “AI + HI (human intelligence)” as the winning formula for successful financial institutions in the future.
Tuesday, November 21, 2023
C2P
11 Digital Marketing Tips to Drive Business in 2024
Get the processes and procedures you need to adapt, attract, and retain younger clients.Powered by Lead Marvels, Inc 2024