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Financial Advisor November 2008 Wayne von Borstel	The Heart Of The Issue One advisor makes tape recorded conversations of his clients lives, both to understand them better and to create a lasting legacy for their families.
Investment Advisor August 2008 Olivia Mellan	Minority Affairs Let's take a look at clients from different cultures, and how advisors can train themselves to serve minority groups.
Financial Planning July 1, 2012 John J. Bowen, Jr.	From Hunter to Farmer Hunting for new investors every day doesn't work well anymore, certainly not with highly desirable affluent prospects. Now, people don't want to be beaten over the head or be sold to.