10/15/2013

It's important to focus on one thing at a time -- the priority that will move a person in a straight line toward his goals, Angie Herbers writes. "It is more than bit ironic that this is the concept which owner-advisors have the hardest time implementing, considering it's essentially what financial planning is all about," Herbers writes. Owner-advisers should try building a "conceptual moat" around their businesses to accommodate only one new idea or change at a time, she writes.

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