News, Vision & Voice for the Advisory Community


In this election season, cast your vote for president in private -- not in your firm's newsletter

Whether Romney or Obama is your man there's no upside in sharing that information with your clients -- but feel free to share about the bigger picture

Author Les Abromovitz August 10, 2012 at 3:48 PM
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Les Abromovitz: Including pictures of your dog is usually a safe way to go unless your client or prospect is a cat person.

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