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Good Practice Management and Sales: A Continued Tug-of-War

Almo Lubowski, CFPBy Almo Lubowski, CFP, South Africa

Nobody is under any illusion that a financial planning practice is in the business to be profitable and serve as a source of income for its owners and employees. However, it is unfortunate that many still overlook the need to engage in implementing some important practice management strategies for their businesses in favour of purely focusing on sales targets and production.

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