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DECEMBER 30, 2020
BUSINESS PLANNING
The Broker Protocol Celebrates Its Sweet Sixteen
Jeremy A. Cohen, J. Scott Humphrey and Erik W. Weibust
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TECHNOLOGY
How a Disjointed Workflow Hinders Advisor Productivity and Growth
Rich Napolitano
SPONSORED CONTENT
AI Lead Generation: The Future of New Business Development
Sponsored by American Portfolios
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RETIREMENT PLANNING
Five Safe(r) Places to Invest Client Assets
Kevin McKinley
EXCLUSIVE RESEARCH
ESG and Diversity & Inclusion Strategies: A Look Ahead
Sponsored by Federated Hermes
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ESTATE PLANNING
2020 Year-End Estate Planning: Planning in a Time of Uncertainty
Luke Harriman and Gregg M. Simon
Leverage the Latest in Speech Recognition Software to Stay Competitive
Sponsored by Nuance Communications
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