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The Next Chapter Blog
Your Retirement Needs an Eco-System
Simpler and easier solutions require sophistication and coordination.
The Client is Not Always Right
Clients who feel like they are being sold might just need something
FinTech vs FinTalk
There’s a long road between invention and commercial success.
What Are You Afraid Of?
Fear opens doors to adding value to client relationships
2022 Year in Review
Don’t Let the Door Hit You on the Way Out
Finding Jackie
The best opportunities for new assets are hiding – in plain sight