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My Practice

Move over robos; cyborgs have arrived

More My Practice

Do you use referral arrangements with outside experts?

How to scuba dive with clients

Client confidential: Fernande Vezeau

Advisors must offer collaboration, convenience: IIAC

What to do about lavish wholesaler gifts

How would you structure your practice differently?

Save clients from emotional mistakes

Your guide to inflation-proofing clients’ lives

Client confidential: Blair A.

Advise clients wanting to join boards

Gain perspective from real clients