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CFO
February 1, 2009
Scott Leibs
You Oughta Plea in Pictures For your next meeting, leave the laptop behind and instead bring a few whiteboard markers. You may find that even a lousy picture is worth a thousand rows and columns. mark for My Articles similar articles
Registered Rep.
June 27, 2011
Diana Britton
Advisors Use More Visual Tools With Clients Appealing to the visual, emotional part of clients' brains can help clients better understand concepts surrounding money and better engage with their advisors. mark for My Articles similar articles