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Sales and Marketing »

Marlene Satter
10 worst states for families wanting a richer life
Article posted by Marlene Y. Satter
These 10 states won't help families get richer, thanks to a combination of high home prices, high unemployment, crime, and more.

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Prospecting »

Curtis Hawks
Ten best practices to boost your email marketing activity
Article posted by Curtis Hawks MBA
Many advisors miss opportunities to get the most out of their email. Here are ten best practices for email marketing.

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Practice Management »

William Byrnes
DOL Fiduciary: Outsourcing offers small firms a lifeboat
Article posted by William H. Byrnes, Esq.
The new DOL requirements, the threat of increased fiduciary liability has advisors and clients alike wondering where the industry as a whole is heading.

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Social Media »

Rodney Ballance
3 steps for success to the haunting questions insurance agents face
Article posted by Rodney Ballance
Why do so many life insurance agents struggle to earn a living? Why is it always a feast or famine lifestyle? How can you determine your next moves for 2016 and change that feast or famine lifestyle to a steady “feast and enjoy life” philosophy?

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Technology »

Curtis Hawks
Four Ways To Improve Your Digital Presence
Article posted by Curtis Hawks MBA
With so much focus on in-person appointments, financial advisors and agents often treat their digital lives as an afterthought.

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