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The Branch Office Manager’s Newsletter is the only publication of its kind dedicated to the needs of branch office managers and others who supervise financial advisors. Appearing monthly, the e-newsletter provides news, advice and insight for the men and women who are responsible for generating sales, increasing productivity and maintaining the highest ethical and professional standards in retail investment sales environments.

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The Practice Management Newsletter, which is emailed twice monthly, covers subjects such as Mastering High Net Worth Selling, Capturing the Affluent, Developing a High Performance Wealth Management Team, How to Build a 21st Century Financial Practice, How to Develop Your Support Staff, and more. Advertising within the Practice Management Newsletter will place your message in front of over 70,000 targeted subscribers

Current Issue

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A FALSE SENSE OF SECURITY

May 1, 2008

Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed...

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Featured Book

Wall Streets Bull and How to Bear It 

"There are two requirements for success in Wall Street. One, you have to think correctly; and secondly, you have to think independently." - Benjamin Graham. "Wall Street's Bull and How to Bear It" was written to encourage a strong commitment between investment advisors and their clients. The book identifies a unified set of core beliefs that advisors and their clients should share....

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