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JANUARY 6, 2020

MARKETING

What Does the BERT Change Mean for Advisor Marketing?

Christopher P. Wendt

Breaking down the Google BERT algorithm update.

FULL ARTICLE

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CAREERS

Time for a Rapid Transition

Jennifer Geoghegan

Five characteristics advisors should look for when thinking about succession.

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ESTATE PLANNING

The Tax Reform Act of 1969 Turns 50

Conrad Teitell

Memories include working in underwear and lobbying a snoozing Senator.

FULL ARTICLE