Monthly Archives: January 2019

Three Compliance Goals You Should Set for Your Financial Planning Firm

Posted on January 23, 2019 by cindihill

Compliments of Scott Gill, XY Planning Network A new year presents the opportunity to reflect, reevaluate, and refocus for the benefit of our personal and professional lives. When it comes to setting resolutions, many financial planners focus on resetting financial … Continue reading →

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