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Sales and Marketing >>

Jonathan
​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

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Prospecting >>

Michael Goldberg
7 ways to be more extroverted
Article posted by Michael Goldberg
Don’t save your small talk for the elevator. Think of all the times you were just going about your business and you could have struck up a conversation with someone influential (or anyone really) where there was a chance to create an opportunity.

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Technology >>

Ed Morrow
Get published and acquire expert status
Article posted by Ed Morrow
Acquiring expert status isn’t really that difficult; it just takes a little effort and repeated media contact.

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Practice Management >>

Cathy Weatherford
Preventing financial fraud critical to protecting retirement security
Article posted by Catherine Weatherford
As we near World Elder Abuse Awareness Day (WEAAD) on June 15, it’s important that we as an industry help clients avoid financial exploitation by promoting awareness and disseminating educational resources. Like so many other ills, information can be the best medicine.

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Social Media >>

Amy McIlwain
15 unexpected social media stats for financial advisors
Article posted by Amy McIlwain
Do you ever wonder how many clients and prospects other financial advisors reel in from social media? How about whether or not your target audience is even on social media? Here are some recent stats that may answer some of your burning questions and catch you by surprise.

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