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Sales and Marketing »

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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Prospecting »

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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Practice Management »

kstartt
Does rolling the dice put retirement income on ice?
Article posted by Kevin Startt
We use many parables, stories, object lessons, and metaphors to help explain complex financial instruments, and the utilization of a set of dice helps explain exactly what our clients might expect from an index annuity after rolling their money over from a 401(k) plan to an IRA rollover using a pension-like stream of income.

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Technology »

Nichole Morford
100 best sales & marketing ideas: 61-70
Article posted by Nichole Morford
Texting makes life (and prospecting) easier and more efficient.

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Social Media »

Nichole Morford
100 best sales & marketing ideas: 71-80
Article posted by Nichole Morford
Here's how to refresh your sales routine: Document your successes, befriend a devil's advocate and become a branding strategist.

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