Articles by Drew Butterfield

About the author:

Drew Butterfield

Business analyst

As a product expert, Drew has extensive experience working directly with both retail and enterprise partners. He enjoys taking feedback from users to continue Advicent's high standard of financial planning software. Drew graduated with his MBA in 2014 and is currently pursuing his CFP certification.

Work SMARTer, not harder

A new year typically means new goals for both financial advisors and their clients. Whether setting your own goals for your practice or helping clients set their financial goals, goal setting should meaningful.

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