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    • FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
    • FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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  • 4 Reasons You Need To Avoid Niche Drift

  • 5 Reasons Creating A Dashboard Builds Enterprise Value

  • Creating A Wealth Management Firm That Will Be Highly Valued When You Are Ready To Sell

  • Five Niche Strategy Ideas For Financial Advisors

  • If You Are Not Bumping Into People Who Want To Help You Because You Are Doing Good Work, Then You Need To Fix That Part Of Your Life

  • Insurors Are Dumping Broker-Dealers Based On Economic Factors And Conflicts Of Interest

  • Reuters Says "Smart Money" Is Placing Bets On RIA Buyouts; Good News For RIAs But It's Risky Business

  • Saying "No" To Prospective Clients And Firing Bad Clients Helps Ensure You Provide Great Value To Those You Choose To Work With

  • Survey Shows The Most Successful Advisory Firms Are Investing In Talent

  • The Big Referral Myth: How The Internet Has Changed The Way Advisors Get Business

  • The Way Wealth Management Firms Talk About Themselves Is Really Important

  • Weigh Business Model Options Carefully Before Going Out On Your Own

  • When Do You Offer An Equity Stake In Your Business And How Do You Do It?

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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.