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Sales and Marketing >>

Kevin Startt
A tangible storytelling example to help you sell complicated products
Article posted by Kevin Startt
Here’s one simple idea using a simple tool — the tape measure. This idea will cost you a whole two-dollar bill, but I've seen advisors use this to make $2 million in sales.

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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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