Life »

Nichole Morford
100 best sales & marketing ideas: 41-50
Article posted by Nichole Morford
Perhaps our favorite tip of the whole bunch: Use your darn vacation.

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Retirement »

Roccy Defrancesco
Like it or not, all advisors are now fiduciaries
Article posted by Roccy DeFrancesco
I find the fact that many advisors are all up in arms about these new regs somewhat comical. Who would argue that all advisors should always give advice that’s in their client’s best interest?

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My Practice »

Nichole Morford
100 best sales & marketing ideas: 51–60
Article posted by Nichole Morford
The secret to getting better referrals is simpler than you might think.

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Health »

Kathryn Mayer
PPACA is 'flawed,' pundits agree
Article posted by Kathryn Mayer
Though their political affiliations diverge, commentators Paul Begala and Tucker Carlson agree on one important thing: the Patient Protection and Affordable Care Act is imperfect.

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Annuities »

Daniel Williams
Meet the reality TV star with the $15M annuity business
Article posted by Daniel Williams
Here's a little-known fact about Real Housewives of Orange County star Vicki Gunvalson: She captured the No. 3 sales spot among female agents doing business through Allianz this past year.

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