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My Practice

Insights for your value proposition

The hidden value of financial planning

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How did you choose your advisor?

What it really means to put clients first

Advisor confidential: Brian Gertenstein

Helping clients when addiction leads to divorce

Who helps you create and review your financial plan?

The first 10 minutes: helping a young homeowner

Client confidential: Hélène & Luc

How do you pay your advisor?

Help a new mom who’s planning to freelance