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  1. Beatrice Paez
    Check your firm’s policy and follow a formal process. And don’t be afraid to say no
  2. Beatrice Paez
    Charitable efforts can help engage your staff members and your clients — while doing good
  3. Beatrice Paez
    Motivate your team by rallying them around a common purpose
  4. Beatrice Paez
    Gathering your team in new surroundings can help generate new ideas
  5. Beatrice Paez
    These business-related books, suggested by members of the financial services community, might give you some valuable ideas for the coming year
  6. Dwarka Lakhan
    Seek guidance and learn as much as you can
  7. Lakhan Dwarka
    Explain what they get for the money they pay
  8. Beatrice Paez
    Three ways a coach can help advisors
  9. Beatrice Paez
    You can take steps to improve women’s access to leadership roles
  10. Beatrice Paez
    Remember that it’s a celebration, not a marketing session