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My Most Recent Share
March 6, 2013
Join me for a special webinar as I review leading research on the value of annuities and how to share the value with clients! Friday at 11:30 am ET. Register at https://www2.gotomeeting.com/register/914362098
My Most Recent Articles
February 7, 2013
How to intentionally build trust with prospective clients
January 28, 2013
Building your practice through better positioning, Pt. 3: Telling the income rider story
January 16, 2013
Building your practice through better positioning, Pt. 2 : Telling the index annuity story
December 19, 2012
Building your practice through better positioning, Pt. 1: Telling the longevity story
November 21, 2012
Keys to successful client appreciation events, Pt. 2
My Most Recent Blogs
November 8, 2012
Keys to successful client appreciation events, Pt. 1
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