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Sales and Marketing »

Michael Fischer
Estate planning for the modern family: It’s complicated, and advisors fall short
Article posted by Michael S. Fischer
UBS study says advisors have opportunity to address changing family dynamics in U.S.

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Prospecting »

Greg Preite
Are you courting prospects or pushing for a marriage commitment?
Article posted by Greg Preite
It’s rare that rational, level-headed adults make major decisions on an impulse — especially decisions that impact their future.

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Practice Management »

Curtis Hawks
Small, everyday marketing ideas
Article posted by Curtis Hawks MBA
Off-holidays provide great opportunities to make contact with clients/prospects and to also offer timely promotions or communications.

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Technology »

Norm Trainor
Don’t sell: educate and inform your prospects
Article posted by Norm Trainor
A salesperson’s chief responsibility is not to hit his or her quota, but to educate potential clients about how a particular item or service can offer a solution to business problems.

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Social Media »

Maria Marsala
How to protect your LinkedIn connections
Article posted by Maria Marsala
​You've worked hard (or not) to gather your current list of LinkedIn connections. How would you feel if you attempted to log in to your account and found that it had been closed?

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