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Joe Arak
5 ways to help someone in need (even when you have no time, money or resources)
Article posted by Joe Arak
These kinds of thing happen all the time. But when it happens to someone you know well, you pay more attention.

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Prospecting »

Kevin Sanderson
4 reasons why health insurance agents are important
Article posted by Kevin Sanderson
When our world seems the most uncertain, it is worth pausing to realize why what we do as insurance agents is so important. Sure, it is great earning commissions and getting a paycheck, but the reality is that the importance of what you do goes much deeper. As an agent, you provide an important service that deserves to be recognized.

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Social Media »

Paul M Mallett
My summer to-do list
Article posted by Paul Mallett
As I write this, I’m sitting on my deck on a beautiful evening contemplating all the things I hope to accomplish this summer as it relates to my personal practice. While my wife plans our vacation and several fun weekend trips, my mind is on the things I need to do this summer to keep the revenue flowing.

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Practice Management »

Sheryl Brown
Is compliance a priority for you? It should be
Article posted by Sheryl Brown-Madjlessi
When I spend time with advisors and registered reps, it’s not uncommon to hear their lackluster response and heavy sigh when the topic of compliance is brought up. Come on — it’s not that bad, right? Unfortunately, it can be for some, but for a variety of reasons on both sides of the subject. Let’s discuss.

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Technology »

Carley Meiners
Taylor Swift and marketing: 5 ways to use the queen of pop's skills
Article posted by Carley Meiners
Back in October, Swift unveiled her fifth album, 1989, through a strong social media campaign. She has built her brand from the ground up, and we should all be taking note. Here are five marketing lessons from Swift.

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