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Sales and Marketing »

SteveDrozdeck
I never promised you a rose garden, Part I
Article posted by Steve Drozdeck
This is a mentor's letter to a financial advisor who is feeling burnt out and has possibly reached a production plateau. The mentor offers some sage advice which you may relate to.

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Prospecting »

Warren Hersch
Moving the retirement outcome needle: 3 studies shed light
Article posted by Warren Hersch
TIAA research highlights the increasingly important role of employer-sponsored retirement plans, but also a continuing disconnect between reality and workers’ expectations about retirement.

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Practice Management »

Danielle Andrus
Millennials want to make wise, but different, money decisions
Article posted by Danielle Andrus
Millennials need the same financial education as older generations even though they think differently about money.

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Technology »

Danielle Andrus
Deadline approaching for New York Cybersecurity regulations
Article posted by Danielle Andrus
Gov. Andrew Cuomo of New York announced Thursday final regulations that require financial services institutions to establish and maintain strict cybersecurity standards and to report them to the state’s Department of Financial Services.

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Social Media »

Bob Clark
Can you hear me now? The tech scam better explained
Article posted by Bob Clark
Better understanding on how telephone, and other, scams work.

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