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Rodney Ballance
Dave Ramsey is making me a wealthy man
Article posted by Rodney Ballance
“Dave Ramsey is making me a wealthy man,” said the friend whom I thought I knew so well. I couldn’t believe my ears.

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Practice Management >>

Steven McCarty
Bad bosses, Pt. 1: fight or flee from black hats?
Article posted by Steven McCarty
Black-hatters especially will have no qualms asking others to lie for them or to break the law as long as it advances their interests. Clearly, we can’t point to a single best answer because it will depend on the circumstances of each advisor. But here’s what we can recommend.

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Prospecting >>

Amy McIlwain
9 statistics you should know about how affluent clients use social media
Article posted by Amy McIlwain
I suggest you take these findings into consideration — they will enhance your understanding of the relationship between high-net-worth investors and social media.

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Technology >>

Robert Kerzner
Advisors matter
Article posted by Robert Kerzner
Throughout the world, legislators and regulators are banning commission-based advice. Even here is the U.S., there has been much discussion about instituting a universal fiduciary standard, which would effectively ban commission-based advice. The problem is, our research has shown that most people are willing to far less than the cost of providing that advice.

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Social Media >>

Vanessa De La Rosa
9 cognitive biases that impede your sales — and how to overcome them
Article posted by Vanessa De La Rosa
I want to bring you face-to-face with the cognitive fallacies and biases undermining your sales success, on both sides of the conversation, and how to overcome them.

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