July/August 2006—Practice Management/Tools of the Trade

Year Published: 


Feature Articles
A Giant Step (in the Wrong Direction), Philip Palaveev
Data Integration and Technical Systems Efficiency, David L. Lawrence, AIF®
High-Speed Learning, Jim Ware, CFA®
If These Walls Could Talk, Mitch Anthony
Making It Worth More, Peter Vessenes
Practice Management Roundtable
Practice Management: Continuing Education Tools and Resources

Behavioral Finance
Cognitive Biases Series: Fairness Bias, Meir Statman, PhD
Enhance Your Client Reviews by Understanding Behavioral Biases, Susan L. Hirshman, CFA®, CPA, CFP®, CLU

Book Review
Trust-Based Selling: Using Customer Focus and Collaboration to Build Long-term Relationships, Charles H. Green, reviewed by Brooks C. Sackett, CIMA®, CFP®, AIFA

Canadian Connection
A Fragile Bond, Gord Lewis