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JULY 2016

Cover Story: Marketing

Masterful Marketing

Compiled by Ana Trujillo and Carly Schulaka    

Experts, coaches, planners, and authors give their best tips for effective marketing.

Practice Management

Don’t Avoid Content Marketing
by Kristin C. Harad, CFP®
Content marketing doesn’t have to be overwhelming. Here’s how to turn your excuses into action.


Fear of Fees in Defined Contribution Plans

by Gaobo Pang, Ph.D., CFA

This analysis concludes that selecting or dismissing investment strategies based on fees in isolation is likely a biased effort in helping workers prepare for retirement.


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