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BAM Intelligence

Follow the Advice You Give Your Clients

When you’re in the right place, others can tell. Kathy Longo on taking her own advice to lead a fulfilling life. Read more

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It Takes Three: Are You in the Right Relationship?

It takes three. Kathleen Longo on steps couples can take now to ensure a fruitful relationship with their advisor. Read more

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Summer Gatherings and Estate Planning Considerations

Capitalize on moments of personal connection. Kathleen Longo on summer gatherings and estate planning opportunities: Read more

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Crucial Conversations Before Your Child Heads to College

Crucial financial conversations to have before your child heads to college. BAM ALLIANCE member Kathy Longo on key topics to cover: Read more

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