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Paul Wilson
Navigating uncharted territory
Article posted by Paul Wilson
In geographical terms, Herb White’s years in the financial services industry have taken him almost nowhere. In fact, his entire career has taken place within a three-block radius. Nevertheless, the journey has been long, fulfilling and successful.

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Prospecting >>

Greg Preite
5 great opportunities for advisors in a changing digital world
Article posted by Greg Preite
Before you can build important relationships, you must ensure that your audience can see a clear difference between your content and obnoxious advertising. Remember these five components to a successful content marketing campaign.

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Practice Management >>

Joe Arak
6 ways advisors can leverage the power of social validation
Article posted by Joe Arak
We see it everywhere: 146 tweets, 289 FB likes, 82 five star ratings. And that’s just a few of the online examples of how highly we value others’ opinions when it comes to selecting what to pay attention to in the overwhelming abundance of information.

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Technology >>

Dan McGrath
Women, retirement and long-term care
Article posted by Dan McGrath
What is currently happening to women near the end of their lives — being in a nursing facility, alone and broke — doesn’t have to have happen. All that is needed is a decent understanding of what really happens in retirement to those who don’t plan accordingly.

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Social Media >>

Michael Markey
These are the 7 steps Dave Ramsey followers really need
Article posted by Michael Markey
Ramsey’s tenets sound pretty good … until you actually look at his math.

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