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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.
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.
Chyna Dama
9 TED Talks every financial advisor must watch
Article posted by Chyna Dama
Taking charge of your personal and professional development will enable you to strengthen your business throughout your career.
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.
Lynette Gil
20 of the best insurance jokes
Article posted by Lynette Gil
Tasteful jokes can also be used as ice-breakers when meeting new people or doing a presentation.
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.
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Kelly Moser
What Christmas movies can teach you about millennials
Article posted by Kelly Moser
Go ahead and sit back with a nice cup of hot cocoa while you enjoy a holiday-themed rundown of everything you need to know about millennials (all while you enjoy a few clips from some classic holiday films).
Ed McCarthy
7 ways to do more with year-end reviews
Article posted by Ed McCarthy
Year-end client reviews are too often viewed as just another item to check off of an advisor’s to-do list.
Warren Hersch
Eye on Congress, the courts and regulators: 6 questions answered
Article posted by Warren Hersch
Oringer says the administration is sending mixed signals about how retirement assets should be invested.
Lynette Gil
20 of the best insurance jokes
Article posted by Lynette Gil
Tasteful jokes can also be used as ice-breakers when meeting new people or doing a presentation.
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.
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