Summary: Each advisory practice is unique — you may have different strategic initiatives that are higher up on your list than the ones noted here. That said, I believe these five tactics could give you a competitive advantage, and help you win plenty of ideal new business in 2015.
 Find the time to examine your business and identify the challenges to overcome, as well as the prime opportunities that will take you to the next level. Then start implementing the strategies that will maximize your success in 2015 — and for years to come.”John J. Bowen Jr., a Financial Planning columnist, is founder and CEO of CEG Worldwide. |
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