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Sales and Marketing »

Carley Meiners
Women in finance series: A conversation with Elaine Liu
Article posted by Carley Meiners
Liu discusses how the Asian markets are important to her, the similarities with the Chinese and American markets and the life insurance needs of the Chinese-American community.

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Prospecting »

The PT Services Group
Why sales breed loyalty
Article posted by John Pojeta
It costs less to maintain the loyalty of an existing customer than it does to acquire a new one. Here's how to keep that revenue engine going.

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Practice Management »

Matt Eilers
5 reasons why your appointment process stinks
Article posted by Matthew Eilers
Harsh article title right? Are you freaking out yet? If that is you, then rest assured we are going to help you better understand some of these common mistakes that advisors make when meeting with prospects and clients.

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Social Media »

Jean Gianfagna
7 trends to watch in direct mail marketing
Article posted by Jean Gianfagna
Is direct mail really dead? What’s new and what’s working in direct mail these days?

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Technology »

Daniel Williams
Aging in America
Article posted by Daniel Williams
Gerontologist Ken Dychtwald takes readers for a ride alongside an aging America, what it looks like today and what it means to our future.

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