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Working with Seniors

To truly connect with older clients, you must communicate with them in the manner in which they are the most comfortable.
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Looking for Prospects in All the Right Places

Networking events, social media and speaking engagements—these are a few of the sources with prospects for a thriving practice.
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How Technology Enhances Our Ability to Execute Basic Marketing Strategies

Technology supports the consistent execution of the actions that translate into success.

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2017 Diversity Champion Award Receipient

As the nominations deadline for the 2018 Diversity Champion Award draws closer, we wanted to take the opportunity to honor our 2017 winner, Evelyn Gellar, LUTCF, RICP, CDFA.

 

Evelyn Gellar, LUTCF, RICP, CDFA is the AVP, Market Development for Penn Mutual. She is an experienced financial..

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In Step with a Winner: Becoming a Successful Advisor

Over the past 14 years, Eszylfie Taylor has been rising to the top in the financial services industry. His success is achieved through his determination for putting his clients’ interest ahead of his own. Read about Taylor’s road to success through this article and get tips on how you can reach..

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Working with Widows

More than 70 percent of widowed clients will leave their financial advisor within one year after losing their spouse. This pattern introduces uncertainty and unpredictability into a widow’s financial planning. This article shares steps that you can take to help retain your recently widowed..

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Selling From a Position of Power

Once you build trust with your clients, price becomes less of an issue.

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The Power of Going the Extra Mile

Those of us in the insurance-based financial-services business will eventually meet a client who makes a lasting impression on our lives. Going the extra mile for your clients can transform your career completely. Read how this advisor learned the power of going the extra mile, and how the..

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My Best Ideas for Selling Annuities

Annuities do not sell themselves. Selling them requires effort. An experienced advisor shares five tips to increase your sales rate.

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Creating Opportunity by Reaching Diverse Markets

The increase in diversity in the United States population is the result of recent immigration, and by births in the U.S. of children from immigrant families. With a more diverse group of people, from a wide range of cultural and ethnic backgrounds, this gives advisors an opportunity to serve..

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