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Article Archive Helen Modly

Title	Collection	Date
Refreshing Your Elevator Pitch	Practice Builder	02/14/2013
From Agenda to Summary: Creating a Written Trail of Your Client Meetings	Practice Builder	10/11/2012
How Safe Is Our Clients' Money?	Practice Builder	01/12/2012
The Market Is Plunging--What Do We Say This Time?	Practice Builder	11/10/2011
Gift Giving Strategies for 2011 and 2012	Practice Builder	10/13/2011
Changing Custodians Without Ruining Your Life	Practice Builder	07/18/2011
Cementing Relationships with a Personal Wealth Statement	Practice Builder	04/14/2011
Risk-Tolerance Questionnaires Demystified	Practice Builder	03/24/2011
Planning Around the 'Kiddie Tax'	Practice Builder	02/10/2011
Managing the B Word	Practice Builder	01/13/2011
Create a Referral Strategy With Social Media	Practice Builder	12/09/2010
Giving Back to Get Ahead	Practice Builder	11/11/2010
Maximize the Impact of Client Surveys	Practice Builder	10/14/2010
Estate Planning for Sandwiched Boomers	Practice Builder	09/09/2010
Low-Cost, High-Impact Employee Benefits	Practice Builder	08/12/2010
Where Do We Take Our Firms From Here?	Practice Builder	07/08/2010
Master of Her Universe	Practice Builder	06/10/2010
A Planner's Primer for Negotiating Office Space	Practice Builder	05/13/2010
Your Clients and Coin Collections	Practice Builder	04/08/2010
Mortgage Modification Woes	Practice Builder	03/11/2010
Beware of This Retirement-Plan Booby Trap	Practice Builder	02/11/2010
Medicare Traps for the Still-Working 65-Year-Old	Practice Builder	01/07/2010
Performance Reporting for Your Practice	Practice Builder	12/17/2009
Aftertax Contributions Can Save NUA	Practice Builder	11/19/2009
End the Year with a Plan for the Next Decade	Practice Builder	10/15/2009
Parsing the CFP Board's New Rules	Practice Builder	09/17/2009
Social Security Once Again Takes a Central Role in Retirement Planning	Practice Builder	08/13/2009
A Call to Arms	Practice Builder	07/16/2009
Harvesting Tax Losses	Practice Builder	06/11/2009
Chris Davis: Now is the Time to Move Forward	Investment Insights	05/14/2009

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