... approach to help financial planners solve client problems more quickly and efficiently. The answer lies in what Greenwich, Conn.-based RayLign Advisory calls Live Case Supervision, a technique that involves case studies of ongoing business cases or ...
http://www.onwallstreet.com/blogs/a-team-approach-to-advisor-problem-solving-2685341-1.html
http://www.onwallstreet.com/blogs/a-team-approach-to-advisor-problem-solving-2685341-1.html
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