Category: Practice Management

Personality Diversity in the Workplace

Personality diversity is a crucial element of identifying new hires that will best be able to perform the functions of the job, as well as how they may relate to and complement employees throughout an organization.

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Year-end Financial Planning Checklist

With the calendar year-end fast approaching, it’s time for investment professionals to begin reminding clients of some important financial planning actions they may want to consider before the opportunities are lost.

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    AP Awards 2021