Do you have a software tool that specifically calculates Roth conversions? Do you know how to ruin the new young employee you just hired? How to lead clients through the grieving process and deal with them wherever they happen to be? How to find one of the best paperless office systems?
All this, plus Roy Diliberto's manifesto for ethical treatment of clients can be found in the highly-rated articles in this month's Financial Advisor magazine.
Have a great weekend; I hope you get a chance to catch some of the Olympics on TV.
MEDIA REVIEWS - February 16-23, 2010
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