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ARTICLES & PAPERS:
Original Articles

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Original Articles

Talking White Papers

Press Coverage

“I never know what I think about something until I read what I have written about it.” ~ William Faulkner

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Business Planning

Developing A Blueprint for Your Business
File Size:	68 kb
File Type:	pdf

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Practical Business Plan (TWP)
File Size:	70 kb
File Type:	pdf

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Client Management

Enhancing Client Loyalty During Difficult Times (TWP)
File Size:	64 kb
File Type:	pdf

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Faith, Inspiration & Leadership: Client Letter on 9.11 (TWP)
File Size:	25 kb
File Type:	pdf

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Have You Hugged Your Clients Lately?
File Size:	29 kb
File Type:	pdf

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Lifetime Value of A Loyal Client (TWP)
File Size:	57 kb
File Type:	pdf

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This Is Your Captain Speaking (TWP)
File Size:	45 kb
File Type:	pdf

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Marketing

Developing An Effective Story for Your Business
File Size:	51 kb
File Type:	pdf

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Discipline of Market Leaders
File Size:	38 kb
File Type:	pdf

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Great Boom Begins
File Size:	42 kb
File Type:	pdf

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Is Your Broker Obsolete?
File Size:	39 kb
File Type:	pdf

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It's Now What You Sell But How You Sell It
File Size:	38 kb
File Type:	pdf

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Maximum Impact Marketing (TWP)
File Size:	353 kb
File Type:	pdf

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Turning Clients Into Advocates
File Size:	28 kb
File Type:	pdf

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Practice Management

C-Myth, The
File Size:	37 kb
File Type:	pdf

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Closing the Workload-Capacity Gap (TWP)
File Size:	50 kb
File Type:	pdf

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Determining the Proper Structure for Your Business (TWP)
File Size:	274 kb
File Type:	pdf

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Evolution of the Advisor Business Model (TWP)
File Size:	366 kb
File Type:	pdf

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From Pain to Gain: Capitalize on Once-In-A-Lifetime... (TWP)
File Size:	76 kb
File Type:	pdf

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Less Is More: 7 Idea that Will Transform Your Business (TWP)
File Size:	70 kb
File Type:	pdf

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Let's Get to the Root of the Problem
File Size:	65 kb
File Type:	pdf

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Managing Your Practice for Maximum Results (TWP)
File Size:	71 kb
File Type:	pdf

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Team Management

Characteristics of A High Performance Team
File Size:	47 kb
File Type:	pdf

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Building A High Performance Team (TWP)
File Size:	1566 kb
File Type:	pdf

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Don't Look Now, But One of Your Employees Is About to...
File Size:	42 kb
File Type:	pdf

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There's No "I" In the Word TEAM
File Size:	126 kb
File Type:	pdf

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Wealth Management

Building & Managing Wealth (TWP)
File Size:	106 kb
File Type:	pdf

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Wealth Management Arrives On Main Street (TWP)
File Size:	117 kb
File Type:	pdf

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• The white papers listed above, denoted with (TWP), can also be found in the Talking White Papers section of this website
• Please use the green SHARE button on the left side of page to post a link to this page on your social media networks.
  
• You may use these articles in accordance with this Creative Commons Licence.
• Please feel free to Contact Me if you have questions or if I can help you (your organization) in any way. Thank you.

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