Top Secret No More: Ways to Boost Your Insurance Sales
Insurance prospecting shouldn’t be too difficult: everyone needs the products, whether individuals, small business owners, legal...
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You Need New Clients – What Do You Do? A Ten-Step Program
It happens to the most experienced advisors, those with the bulging client books who produce a steady stream of revenue: the bottom...
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Brain Teasers That Uncover Behavioral Bias
Some advisers are tricky souls: they ask clients cleverly loaded questions to reveal biases in their analysis. They aren’t trying...
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Experts Speak: Sell Life Insurance Like a Boss
Here’s the latest on the crisis in selling life insurance: there isn’t one. Most working and family people know they need a life...
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Nine Super Ways to Sabotage Your Marketing Campaign
It’s a tough game, marketing – it’s always been so, and it’s getting harder by the day. Everyone wants to know what the customers...
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As Long-Term Health Insurance Costs Rise, Advisers Respond
We begin with the story of a 66-year-old customer with a problem that’s quite common today: the cost of her long-term healthcare...
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Adviser First: The Key to Happy Clients and a Successful Firm
Financial advisory professionals as a rule can choose from two career paths: work for an established firm or go indie. Select the...
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Beyond Just Estate Planning: Life Insurance
Most people don’t know that life insurance can provide benefits beyond apart from funeral expenses. Beyond estate planning, life...
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High-Cost Long-Term Care Insurance: Alternatives
Not everyone can buy long-term care insurance. For some, the price becomes cost-prohibitive if they wait too long to make a...
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Ways the Elite Advisers Find New Clients
The new clients are out there and they want your advice. Mind you, they don’t know your face or the name of your practice just yet...
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Don’t Let Support For Adult Children Jeopardize Your Retirement
Generosity shown to adult children, though well intentioned, can put parents’ future financial security in danger if it comes at...
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Married to a Non-Citizen? Watch Out for the Taxes that Bite
We can almost hear you saying it: what kind of taxes don’t bite? In this case, it’s a matter of teeth, their sharpness, number and...
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Warren’s Wealth Tax Could Complicate Compliance
Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay in a small percentage of...
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Want To Overturn Regulation Best Interest? Sue The SEC
Joining seven states and the District of Columbia, the XY Planning Network is suing the SEC, claiming that Regulation Best Interest...
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Say It Proud: I’m An “Adviser” – Because Clients Love It
We bring you an interesting survey from the Mercatus Center at George Mason University in Virginia, which examined how people...
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La, La, Live for Today – Don’t Postpone Joy for Retirement
We’ve never been happy with the ‘thought leader’ construction – the concept makes sense, we just don’t like the jargon. A clumsy...
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