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Ten Key Questions to Ask Your Clients for a Successful Year Ahead

A new year presents a valuable opportunity to strengthen client relationships and ensure alignment with their evolving needs. As a trusted advisor, it’s essential to proactively engage with clients to understand their goals,...more

Preparation for The New Year

I recall an interview with Alabama’s head football coach Nick Saban several years ago.  Minutes after winning the national championship game he stated: “We’re going to enjoy this for 24 hours or so, then it’s back to work.”...more

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