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William Byrnes
DOL Fiduciary: Outsourcing offers small firms a lifeboat
Article posted by William H. Byrnes, Esq.
The new DOL requirements, the threat of increased fiduciary liability has advisors and clients alike wondering where the industry as a whole is heading.

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Practice Management »

Michael Markey
Here’s how Dave Ramsey racked up billions in listener losses
Article posted by Michael Markey
On August 4th while listening to “The Dave Ramsey Show,” I wondered how the host, in about two minutes time, could unknowingly cause so much damage.

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Prospecting »

Don’t get ‘pinkwashed’: Be smart when donating for breast cancer
Article posted by Benefits Pro
Are you ready for the annual pinking of America? If it's dyeable or wrappable, it's pink: footballs and football stadiums, lunch meat packages and juice bottles, buses and beauty products

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Social Media »

Rodney Ballance
3 steps for success to the haunting questions insurance agents face
Article posted by Rodney Ballance
Why do so many life insurance agents struggle to earn a living? Why is it always a feast or famine lifestyle? How can you determine your next moves for 2016 and change that feast or famine lifestyle to a steady “feast and enjoy life” philosophy?

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Technology »

Curtis Hawks
Four Ways To Improve Your Digital Presence
Article posted by Curtis Hawks MBA
With so much focus on in-person appointments, financial advisors and agents often treat their digital lives as an afterthought.

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