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Recent Videos

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Understanding Our 4-Step Financial Planning Process with John Simkins
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April Capital Market & Financial Planning Update with John Cavali
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Advisor Shares Benefits of Using Juncture CRM at Chicago Partners
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New Year's Financial Resolutions: Tips for a Secure and Successful Year
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Seamless Remote Work Transition with M-Files Cloud-Based Management
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FMI: Leading Financial Modeling Accreditations Worldwide
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Is Hiring a Financial Planner Worth It? Exploring the Value
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How a Fee-Only Fiduciary Advisor Can Help You Reach Your Goals
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Bourbon: A Brief Expression
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Market Volatility and Oil Price Impact: What Investors Need to Know
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Strategic Accumulation and Retirement Planning with TPC
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Confident Retirement Planning with Optimum
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Exploring the Essence of Personal Growth and Technology
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Key Criteria for Choosing a Financial Advisor: Experience, Compensation, and True Planning
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Bill Keffer Discusses Financial Planning with Marie Swift at NAPFA Midwest Symposium, July 2012
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Why Staying Invested in Stocks Remains Key Despite Market Concerns
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Addressing the Need for Unbiased Financial Planning: Starting an Hourly-Only Firm
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Be Fearless in Financial Planning: Insights from Christy Draenor
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Maximizing Tax Advantages for Business Owners: Key Strategies Explained
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3 Ways to Jumpstart Your Finances in the New Year | Ben Smith, Founder, Cove Financial Planning, LLC.

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