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Sales and Marketing >>

Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 1
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”

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Prospecting >>

Roccy Defrancesco
When underperforming the S&P 500 is a good thing
Article posted by Roccy DeFrancesco
If you are tired of clients or potential clients pointing to the S&P 500 index as their investment benchmark, use the information in this article to help them understand that the S&P 500 has far too much risk to be used as a benchmark for an overall wealth building portfolio.

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Practice Management >>

Daniel Williams
2014's best movies for business professionals: 1-5
Article posted by Daniel Williams
A team of misfits thrown together to save a galaxy; a whistleblower whose revelations shook the world; a boy just trying to grow up.

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Technology >>

Warren Hersch
5 tech products for advisors: Are they living up to the hype?
Article posted by Warren Hersch
Advisors have a lot to gain for the most recent round of tech tools — but also, some would argue, a lot to lose.

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Social Media >>

Kelly Moser
Creating a presence on LinkedIn
Article posted by Kelly Moser
Though there's lots to be covered in the realm of LinkedIn (profile, etiquette, groups, etc.), I'll start from the beginning for anyone who's interested.

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