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Certified Financial Planner (CFP) Question:
What techniques and tools do you use to keep yourself organized As Certified Financial Planner (CFP)?
Submitted by: AdministratorUtilizing a calendar, having a notebook with your "to do" list, focusing on your top 3 priorities each and every day, utilizing a systematic way of storing documents on your computer (like box.net)
Submitted by: Administrator
Submitted by: Administrator
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