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Sales and Marketing >>

Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.

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Prospecting >>

Maggie Crowley
Dispelling the myth: 3 steps to generating leads online
Article posted by Maggie Crowley
Let’s extinguish the myth: Advisors can generate leads online more efficiently than by using traditional marketing tactics like direct mail and cold calling. A strong website and strategy can transform your business, but here’s the thing: It’s not an overnight success story. I will tell you firsthand that generating leads online takes time, effort and a little guts.

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Practice Management >>

Paul Wilson
Living with impact
Article posted by Paul Wilson
Jason Jenkins sees big changes ahead for the financial services industry. But if there’s one thing life has taught him, it’s that the best way to handle a challenge is to face it head-on.

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Social Media >>

Paul Wilson
How to market to women — and why it's more important than ever
Article posted by Paul Wilson
Thirteen years ago, Rebecca True was working in New York City as a technology executive for Bank of America Securities. On September 11, 2001, many of her clients were killed in the attacks on the World Trade Center. Because she was one of the few women in the company, she was thrust into a role of talking to the widows and helping them begin to rebuild and take care of their families. During the next eight months, she realized she had something to bring that was “far more important than building websites.” Here are a few key stats and takeaways she shared with attendees of the 2014 Advisor Network Summit in Las Vegas.

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Technology >>

Michael Goldberg
It's time to meet Jeter!
Article posted by Michael Goldberg
You may not be able to meet LeBron or Derek tomorrow, but you can take the next step in connecting with an All Star in your industry that might just make all the difference. Next batter: you!

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