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Category: Practice Management

The Case for Going Paperless

Electronic delivery—or going paperless—of monthly statements and other related account documents to clients is not only environmentally friendly, but it represents a higher level of client service through quicker delivery, easier record storage, increased security and the ability to view from anywhere.

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Top Five Ideas for a Local Press Release

Getting mentioned in the local press can be a source of exceptionally valuable exposure. Press releases can position you as a thought leader, add to your credibility with clients and prospects, and even represent the first step in becoming the go-to person for local media on financial planning and investment news.

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