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KPIs: What they are and why they’re important

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Firm ID: 39938 Modern Advisors is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial, and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit www.ameripriseadvisors.com/david.c.lohff

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