Market Over 50 Years

by Flexible Plan Investments | Mar 1, 2017 | Active management, Why active management?

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Targeted Radio Advertising

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Targeted advertising can amplify...

3 Ways To Prospect Clients

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Presenting ideas ‘straight from the horse’s...

Playing Matchmaker For Advisors

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Creating opportunity 
for advisors of all...

Client Prospecting Education Workshops

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

An exercise to engage clients in educational...

Helping Professional Players Formulate Financial Plans

by Flexible Plan Investments | Feb 22, 2017 | Active management, Practice management

Turning a lifetime passion into a practice...