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  • Financial Advisors Do a Poor To Average Job At Sales And Marketing: Chip Roame

  • Investment Management Should Be Less A Commodity And More A Strategic Advantage: Tiburon

  • Roame Says Boomers' Liquidity Events May Drive Advisor Businesses For The Next 20 Years

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.