What’s in a Name?
Naming a business or a new product is no easy task. The combination of the need to stand out amid a crowded competitive field and a dearth of obvious naming choices has required a new level of naming creativity.
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Time to Update Your Business Plan
A client’s success is predicated on having a dynamic plan that adjusts to changing circumstances. The same holds true for a financial advisor, whose business plan must be continuously updated so that it can serve its essential function of growing a practice.
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