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Vanessa De La Rosa
10 tech devices that will save advisors time and effort
Article posted by Vanessa De La Rosa
Take a look at these 10 tools recommended by tech-savvy advisors.
Jane Rusoff
Tony Robbins slams critics, says he’s not a financial advisor
Article posted by Jane Wollman Rusoff
The supercoach and author of a new investing book answers those who have taken ‘pot shots’ at him and his strategies.
Antoine Orr
How not to argue with Dave Ramsey
Article posted by Antoine (Tony) Orr, Financial Consultant
In a Dave Ramsey radio show uploaded to YouTube in January 2014, Dave Ramsey speaks with a 30-year insurance broker who says that he would like to address some of Dave’s insurance philosophies.
Warren Hersch
The 2015 interest rate outlook: 7 questions answered
Article posted by Warren Hersch
LifeHealthPro Senior Editor Warren S. Hersch recently interviewed Terence Martin, director of life annuity research at Conning & Co. about the impact of the current rate environment on life insurers and the outlook for both in 2015. The following are excerpts.
Daniel Steenerson
Three gifts advisors can share this holiday season
Article posted by Daniel Steenerson, CLU, ChFC, RHU
The holidays don’t always bring out the best in our insurance sales results. Many agents are often tempted to relax amidst all the joy. After all, no one wants to buy (or sell) insurance during the holidays, right? Today, I’d like to challenge that assumption. In fact, the holiday season may be one of the best times to offer paycheck protection.
Paul Wilson
A brave new world
Article posted by Paul Wilson
The rise of the robo-advisor and other forms of technology within the financial services industry seems more inevitable each day.
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Most Recent Articles

Tye Elliott
5 tips to starting 2015 off on the right foot with wellness programs
Article posted by Tye Elliott
Brokers should encourage employers to build a wellness program that helps contain health care costs and improve employee engagement with these five practical tips.
Lynette Gil
24 holiday quotes to get you through the season
Article posted by Lynette Gil
From the nostalgic to the downright funny, may these holiday quotes help you craft holiday messages for your clients.
Ryan Nevin
Debt collector or scam artist? 4 tips to spot the scam
Article posted by Ryan Nevin
During my practice as a debt relief and consumer protection attorney, I have dealt with many legitimate debt collectors and many scam artists. Here are four red flags to alert you that this “collector” is really a scam artist, so you can be sure your hard-earned money is going to the right place and you don't become a victim of fraud.
kstartt
Are your annuity prospects terrible investors?
Article posted by Kevin Startt
As Peter Lynch, the great Fidelity Magellan manager espoused, “hit doubles” and don’t try to hit the ball out of the park, but hit them patiently. Are you or your clients trying to hit the ball out of the park and becoming another average terrible investor?
William Meyer
Why seminar success doesn’t equal client satisfaction
Article posted by William Meyer
Social Security is a fantastic client acquisition tool, but if that’s all you’re using it for, you’ll quickly go astray. Here’s why.
Curtis Hawks
5 best practices for community engagement
Article posted by Curtis Hawks MBA
The more you see these as opportunities, rather than duties of running a modern business, the more value you will get out of them.
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