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Notes on the advisor lifecycle
NOV 21, 2017 · DIALOGUENetworking 101: Buying a Cup of Coffee→OCT 30, 2017 · EMPATHYRobots Can't Do This→MAR 3, 2017 · INFLUENCERSInfluencers: Valuable Advice on Succession Planning from David A. Gray, The Builder→DEC 30, 2016 · GOALSHow to set and track goals with Find Bob→DEC 5, 2016 · GENERALInsureTech leader joins Find Bob advisory board.→NOV 21, 2016 · SUCCESSIONContinuity and Succession Planning: What's the Difference?→OCT 20, 2016 · GOALSInfluencers: A Moment with Norm Trainor on Goal Setting, The Importance of Coaching and How Advisors Can Achieve Their Desired Success→SEP 30, 2016 · EMPATHY5 Things Killing Financial Advice→