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Prospecting »

Curtis Hawks
Ten best practices to boost your email marketing activity
Article posted by Curtis Hawks MBA
Many advisors miss opportunities to get the most out of their email. Here are ten best practices for email marketing.

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Sales and Marketing »

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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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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