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Curtis Hawks
5 types of biases that can dramatically impact your business
Article posted by Curtis Hawks MBA
These biases aren’t just cute pieces of trivia; they can have a dramatic impact on the client or prospect’s overall financial plan and prevent you from clearing business.

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Prospecting »

Anne Bachrach
4 essentials of effective communication
Article posted by Anne Bachrach
The way you communicate with clients can make or break your business.

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Practice Management »

Erica Pauly
How advisors can unlock the client referral door
Article posted by Erica Pauly
How one advisor is writing nearly 40 percent of their business from client referrals.

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Technology »

Warren Hersch
DOL fiduciary rule: On a collision course with the law?
Article posted by Warren Hersch
The hope and expectations of plaintiffs in three lawsuits is that the DOL's fiduciary rule will be relegated to its proper place: the dustbin.

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Social Media »

Emily Zulz
5 common boiler room scams to avoid
Article posted by Emily Zulz
FINRA has received numerous complaints, particularly from seniors, of high-pressure phone sales calls urging them to buy speculative investments.

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