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Greg Preite
7 Reasons Why Advisors Should Be Email Marketing
Article posted by Greg Preite
If you aren't currently implementing it in your practice, you could find yourself losing market share to those who are.

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Sales and Marketing »

Stanley J. Targosz III
Free College - The Organic Solution
Article posted by Stanley Targosz III
The “Free College” pawn we hear about is crazy. We all know that there is no such thing as a free lunch.

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Practice Management »

Michael Goldberg
6 Ways to Make Real Connections on LinkedIn
Article posted by Michael Goldberg
Although I’m still learning a lot of the social media tricks of the trade myself, I realize that, like any form of marketing, LinkedIn is a process, not an event. It’s got to be used for the long haul. Just like the hundreds of phone calls I used to make off of lead lists. It’s a process. Keep in mind, all the ideas above can be applied to those you meet and “like” at actual networking meetings, holiday parties, and business functions. Yes, real life people! Not just those that appear on your hand held device. Whether online or off, it just comes down to having a system to connect with and relate to people. And it always will.

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Technology »

Brandon Laughridge
How to help protect senior clients from financial fraud
Article posted by Brandon Laughridge
There are many different scams seniors face in today's age, and as a financial professional that can be scary. Here's everything you need to know about protecting your clients.

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