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Sales and Marketing »

Alana Kohl
5 ways PR can build your business
Article posted by Alana Kohl
PR comes with more than just immediate gratification – it can have a long-term impact, one that can consistently improve the performance of your other marketing initiatives.

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Prospecting »

Carley Meiners
Women in finance series: A conversation with Elaine Liu
Article posted by Carley Meiners
Liu discusses how the Asian markets are important to her, the similarities with the Chinese and American markets and the life insurance needs of the Chinese-American community.

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Practice Management »

Matt Eilers
5 reasons why your appointment process stinks
Article posted by Matthew Eilers
Harsh article title right? Are you freaking out yet? If that is you, then rest assured we are going to help you better understand some of these common mistakes that advisors make when meeting with prospects and clients.

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Social Media »

Jean Gianfagna
7 trends to watch in direct mail marketing
Article posted by Jean Gianfagna
Is direct mail really dead? What’s new and what’s working in direct mail these days?

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Technology »

Daniel Williams
Aging in America
Article posted by Daniel Williams
Gerontologist Ken Dychtwald takes readers for a ride alongside an aging America, what it looks like today and what it means to our future.

More from Technology