January 12, 2014 - "10 tips for making the perfect pitch", USA Today
See full article here: http://www.usatoday.com/story/money/business/2014/01/12/10-tips-for-making-the-perfect-pitch-cnbc/4396281/
Media / Press
January 12, 2014 - "10 tips for making the perfect pitch", USA Today
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January 22, 2014 - "'Bring your own device': Advisers adopt centralized mobile device management", InvestmentNews
January 12, 2014
January 07, 2014 - "4 Tips To Better Structure Your Financial Advisory Firm For Gen X Clients", Nerd's Eye View