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Julius Giarmarco
Should annuities ever go into an IRA?
Article posted by Julius Giarmarco
Given the similarities between IRAs and annuities, should an IRA? ever purchase an annuity?
Dan McGrath
Maximizing Social Security? It may be hazardous to your health
Article posted by Dan McGrath
Yes, Social Security planning is important, but compared to your greatest asset that you have, which is your health, it just may be hazardous.
Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.
The PT Services Group
10 secrets to succeeding in cold appointments
Article posted by John Pojeta
In our world, a cold appointment is a meeting that has been set on behalf of the producer and that the producer will not touch until the day and time of the appointment. After talking with producers, outside sales coaches and other experts in the industry, we assembled these 10 secrets to making a cold appointment a success.
Paul Wilson
Living with impact
Article posted by Paul Wilson
Jason Jenkins sees big changes ahead for the financial services industry. But if there’s one thing life has taught him, it’s that the best way to handle a challenge is to face it head-on.
Vanessa De La Rosa
Herm Edwards on leadership, preparation and legacy
Article posted by Vanessa De La Rosa
ESPN analyst Herm Edwards kicked the motivation factor up a notch at the 2014 Advisor Network Summit in Las Vegas.
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Michael Goldberg
Networking the right way: It's a process
Article posted by Michael Goldberg
​What is your process? Do you even have a process? Do you know how to work a room? Are you confident when speaking with people you don't know? How do you start a conversation? End a conversation? Escape from a conversation? These are all things to consider when you show up to an event.
jberson
Don't die in the saddle — succession planning for financial advisors
Article posted by Jeffrey Berson
Thinking ahead is a cardinal rule of business. In addition to monitoring the daily operation of your business, you need to think about the future. We ask our clients to do this, so why shouldn’t we? And as difficult as it may be, it’s important to envision the day when you no longer will be in charge.
Larry Klein
The hidden reason why you don't do more business
Article posted by Larry Klein
The concept of offering what people want is simple. The difficulty is that you will have to change the way you think and the way you communicate to be a top producer.
Vanessa De La Rosa
10 proven ways to market annuities
Article posted by Vanessa De La Rosa
A multitiered marketing strategy makes lead generation and branding much, much more effective.
Jason Kestler
The power of recurring revenues
Article posted by Jason Kestler
You’ve spent your entire career helping clients maximize their retirement income. You’ve helped them avoid market risk by providing "sleep insurance." Have you ever considered providing the same service to your own practice?
Amy McIlwain
4 ways financial services firms can amplify traditional marketing with social media
Article posted by Amy McIlwain
You want to attract clients the best, most efficient way possible and you can do that by unifying your online digital marketing with traditional offline marketing. Here’s how.
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