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Bill Coffin
9 reasons why Alan Greenspan is wrong about everything
Article posted by Bill Coffin
Alan Greenspan is famously gloomy on the U.S. economy these days. New York Life's John Kim begs to differ.
Daniel Williams
25 best business books: 21-25
Article posted by Daniel Williams
The business book list kicks off with managers who break the rules and cubicle dwellers who tread water.
Kelly Moser
Back-to-school basics for insurance professionals
Article posted by Kelly Moser
Despite the fact that I don’t have to head back to school this fall, there are some back-to-school basics that I (try to) never forget.
Daniel Williams
25 best business books: 16-20
Article posted by Daniel Williams
What is your business strategy? In this second part in our series on great business books, blue oceans and team dysfunctions dominate.
Vanessa De La Rosa
5 ways to conquer yourself and become a champion advisor
Article posted by Vanessa De La Rosa
As rapid-fire and uncontrollable as many of our thoughts may seem, they are only a product of habit. At the 2014 Advisor Summit Network in Las Vegas, advisors took meticulous notes as Dr. Jack Singer presented his ideas on what causes many financial professionals to hit a plateau and how a shift in mentality can lead to new business heights.
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.
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Mark Fitzgerald
Are you selling products or providing solutions?
Article posted by Mark Fitzgerald
There’s a big difference between selling products and providing solutions. Even though both activities aim to end with a sale, making it your priority to provide solutions first and foremost is a better approach for both your clients and your practice. This is especially true when you are helping your clients plan for retirement and explore annuities as part of their portfolio.
Daniel Williams
25 best business books: 11-15
Article posted by Daniel Williams
Find out what experts say about closing sales, generating leads and building referral networks in today's best business book list.
Daniel Williams
25 best business books: 16-20
Article posted by Daniel Williams
What is your business strategy? In this second part in our series on great business books, blue oceans and team dysfunctions dominate.
Julius Giarmarco
How to protect inherited IRAs
Article posted by Julius Giarmarco
Given the vast amount of wealth inside IRAs, careful consideration is required in naming beneficiaries. The Clark v. Rameker decision has brought attention to the advantages and disadvantages of naming trusts as beneficiaries of inherited IRAs.
Daniel Williams
25 best business books: 21-25
Article posted by Daniel Williams
The business book list kicks off with managers who break the rules and cubicle dwellers who tread water.
Tye Elliott
Brokers play pertinent role during open enrollment
Article posted by Tye Elliott
With open enrollment around the corner, it’s essential for employees to understand their benefits options so they can choose the right health care plan that best fits their needs. As a trusted advisor, this is a great opportunity to arm your clients with communications best practices to help employees navigate their health insurance choices.
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