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Sales and Marketing »

Erica Pauly
The advisor’s silent cash cow
Article posted by Erica Pauly
Marketing can be one of the most expensive aspects of an advisor's budget. But if an advisor isn't paying attention to the right numbers, it could be an expense that isn't paying off.

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Prospecting »

Post-DOL rule: 5 things insurance-only licensed producers can do right now
Article posted by Roger Hayashi
Completely understanding the rule and its implications is a hard task for anyone. But insurance-only licensed producers are facing the most changes. Here's five ways to avoid substantial bumps in the future.

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Practice Management »

Elana Jefferson
19 hilarious insurance memes
Article posted by Elana Ashanti Jefferson
Like masters of natural selection, the best internet memes morph and multiply.

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Technology »

Melanie Waddell
12 steps for an exam-proof cybersecurity plan
Article posted by Melanie Waddell
Cipperman Compliance Services has released steps to help advisors and BDs tackle cyber compliance.

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Social Media »

Janet Levaux
5 ways to make the most of slow growth: Kleintop
Article posted by Janet Levaux
Despite sluggish productivity growth, advisors and investors still can find bright spots in different sectors and countries, the Schwab strategist says.

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