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David M. Lewis

  1. Building the Business 101: More Musings on Gender

    More advisors give their stories, and an expert weighs in as well.

  2. Sourcing Financial Planners

    Where do you go to hire the right talent?

  3. Building the Business 101: Does Gender Matter?

    Advisors weigh in on gender issues in their businesses.

  4. Dealing with Client Hostility

    The other side of practice management that is rarely discussed.

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