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July 16, 2013

Performance Metrics to Match Your Practice
Advisors’ measures of success are as different as their businesses.
Why Some Clients Fire Their Advisors
Performance is vital, but effective outreach may loom larger.
Cut Costs by Half or Charge Big Clients More
Deloitte thinks rising costs could trigger some radical changes.
“Women of Influence” Fear a Destitute Old Age
Allianz survey delves into the planning needs of an underserved population.
What Stands in the Way of Your Success?

What’s your biggest practice-management challenge?