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Sales and Marketing >>

Bridgette O
What is the difference between HIPAA and HITECH?
Article posted by Bridgette O'Connor
The acronyms HIPPA and HITECH are the peanut butter and jelly of the insurance industry. Together, HIPAA and HITECH make the ultimate duo of protection for health information. So what is the difference between the two?

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Practice Management >>

AskLLOYD!
5 things about problems
Article posted by Lloyd Lofton
Regardless of the challenge or problem we have encountered, despite the people or obstacles we experience along the way, it is us alone who choose how we allow these problems to change us.

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Prospecting >>

Steven McCarty
Retirement seminars: summit path or slippery slope? Pt. 3
Article posted by Steven McCarty
Your seminar will never succeed, the thinking goes, unless you can fill seats. But you won’t draw attendees if they think they’re in for a hard sales pitch. So you pose as an academic instructor instead. However, this is illogical because many seminars succeed without deception. And the way they succeed is by being ethical, compliant, and content-driven in your seminars. So let’s take a quick look at each of these elements.

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Technology >>

Michael Goldberg
Networking the right way: It's a process
Article posted by Michael Goldberg
​What is your process? Do you even have a process? Do you know how to work a room? Are you confident when speaking with people you don't know? How do you start a conversation? End a conversation? Escape from a conversation? These are all things to consider when you show up to an event.

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Social Media >>

Amy McIlwain
4 ways financial services firms can amplify traditional marketing with social media
Article posted by Amy McIlwain
You want to attract clients the best, most efficient way possible and you can do that by unifying your online digital marketing with traditional offline marketing. Here’s how.

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