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Legacy Story | Don and Lane Boozer

Most people know that I am a member of this association and this industry because of my father, Don Boozer. What many don't know, is that my father is a member of this industry because of me. In the late 60s, my dad was a rising star as a trumpet player. He was among the best. My sister was..

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Legacy Story | Bob Brown, CLU and Rebecca Brown Schulter

 

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How Technology Enhances Our Ability to Execute Basic Marketing Strategies

Technology supports the consistent execution of the actions that translate into success.

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Succession Planning: I Love My Job, But I Don’t Want to Do it Forever!

Even though being a financial advisor has its many perks and rewarding moments, you're likely to want to retire eventually. When that happens, what will happen to your book of business? This article talks about options to consider when you’re thinking of succession planning for your business...

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