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Featured Article: FINISH STRONG IN 2023
2023-09-05 • 20 second read

How to Finish Strong and Build Momentum for 2024

If you are aiming for a prosperous upcoming year, fueling the present with momentum is crucial. Carry the momentum from this year by planning for an outstanding Q4 now.

Recent events have caused a ripple effect in the industry, leading many advisors to dwell on uncontrollable factors and take a pessimistic outlook. While Andy Grove’s assertion, “Only the Paranoid Survive,” might hold some merit, there’s also significant value in optimism and focusing on actionable elements.

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