Improve Your Engagement with Long Distance Clients
Not all clients live close by, and maintaining the relationship with further flung clients can be challenging. Social interaction...
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Keep Your Clients Off the Primrose Path
While clients are always eager to discuss portfolio performance, that’s not always the best way to frame the conversation during...
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Don’t Throw Out Your Old Cell Phone
You’ve just upgraded to the newest smartphone or tablet, but there’s absolutely nothing wrong with your old one. Sure, you could...
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Summery Lemon Cocktails Perfect for Memorial Day
With Memorial Day just around the corner, everyone’s thoughts are turning to cookouts and picnics and long summer days. When the...
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So Your Internet Just Went Down. What to do Next?
You’re on a deadline and suddenly the Internet goes down. What do you do? Rend your garments and tear out your hair? That might be...
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How the IRS Still Gets You After Retirement
You may not be getting paid a salary when you retire, but don’t make the mistake of thinking that Uncle Sam is done with you. While...
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Obstacles to a Smooth Succession for Your Practice
Most of us don’t like to think about the end of our working lives, let alone the end of our actual lives. A lot of advisors tend to...
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Renegade Illegal Americans in Mexico
In Rosarito, Mexico, the El Meson restaurant, with its stunning view of the Pacific and menu offering American-style pizza and...
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The Traits that Set Elite Advisors Apart
There are many advisors who do a fine job, exercising competent judgment and helping their clients to achieve their financial...
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Are Medical Tests Preventing You from Selling More Insurance?
It’s pretty safe to say that nobody likes to go to the doctor. And according to the 2017 Insurance Barometer Study conducted...
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McAfee Introduces the “Most Hack-Proof” Smartphone
John McAfee, creator of the well-known McAfee antivirus software, has revealed his plan to manufacture the most hack-proof...
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Great Gadgets for Your Next Road Trip
With summer approaching, road trip season is upon us. There are few things more fun than hitting the open road in search of...
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A Challenge to Popular Views on Cholesterol and Heart Attacks
According to findings published by the Journal of the American Heart Association, the long held association between high...
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When is it Time to Make a Move?
If you are considering a move to another financial advisory firm, it is essential that you have realistic expectations and...
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Popular Tax Havens Around the World
While “render unto Caesar…” is a well-known phrase, few of us are very excited about it. Nobody likes to pay tax, and fortunately...
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The Insurance That’s Becoming a Luxury
Getting old is expensive. One essential that’s becoming more cost-prohibitive is long-term care insurance, which covers expenses...
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