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Sales and Marketing >>

SteveLewit
Sales psychology and the takeaway technique, Pt. 1
Article posted by Steve Lewit
Most sales professionals that I coach have a high level of technical expertise, poor acting skills and little understanding of client psychology. That is why so many professionals rely on the old way of selling

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Prospecting >>

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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Technology >>

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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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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