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Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine.  You can access the column by clicking on the link below:

Don't Pay The Ransom

Introducing Wealthminder, a cost-effective practice management and client communication tool.  Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently.  Core capabilities include financial planning, automated portfolio review technology and t...

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