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My Practice

Insights for your value proposition

The hidden value of financial planning

More My Practice

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