Updated Friday, August 1, 2014 as of 3:50 AM ET

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Are You Lost in the Weeds Without a Plan?

Marie Swift

Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack.

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