George Tamer, oversees a team that works to help independent advisors create operational efficiencies by assisting them on workflow processes, technology usage and best practices.George Tamer
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Have You Established Your Firm’s 2011 Goals?
When attending conferences, I always like to have a question in mind to ask each participant that I meet. I recently attended a conference in San Francisco with over 200 financial advisors in attendance, and with the New Year approaching, I decided to ask each advisor what his or her firm’s goals were for 2011.
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