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A.R. Owings Financial Strategies: A Path to Better Understanding Financial Planning Clients

Tony Owings, a certified financial planner at A.R. Owings Financial Strategies, was searching for a process that would put his clients at ease, create a positive environment and help them...

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Arque Capital: Making Financial Planning Classes Relevant and Engaging

Robert Cain of Arque Capital Ltd in Scottsdale, AZ was challenged with getting participants in his financial planning classes to look at how and why they spend and save –...

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