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Articles tagged "Essex Financial"


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David Welling: The large firms are starting to outsource. I feel like the momentum is building. We're in a great spot.

Black Diamond blows the lid off asset growth in Dave Welling's first year in charge

Assets jumped about 65% and the former Schwabbie says that growth is accelerating

February 26, 2014 at 8:00 AM

Jon Jones: Five years ago, I would have said I would never spend $500,000 a year on marketing. But now I'd be surprised if I don't spend a million.

Why a $2-billion RIA is embracing the idea of a $1 million annual marketing tab, and how Advizent fits in

Brighton Jones is getting marketing religion despite needing very little to get to its current size in 12 years

April 9, 2012 at 5:48 AM

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