How High-Net-Worth Millennials Want to Manage Wealth

The largest transfer of wealth in American history is already under way, and it’s brought along a critical challenge that should be top-of-mind for advisors everywhere: What must an advisor do to retain the heirs of their high-net-worth clients?

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Building A Profitable Practice

An ongoing appreciation program can help you retain existing clients by exceeding their service expectations.  Incorporating even small improvements to your client-engagement tactics can build and cultivate a mutually beneficial partnership, which will have a positive impact on your bottom line.

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FINRA Fines Financial Firm for Advisor Data Breach

 

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Making the Sale in Health Insurance

Consumers can buy health insurance anywhere — what you bring to the table is you, and you’re going to be there when they need you the most. You are of not much use when it comes to selling. The market today is different from other insurance markets. Where you are needed is AFTER the sale.

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Helping Women Navigate their Financial Planning Journeys

To help independent women create solid financial plans, we need to not only understand their personal goals and financial situations, but we also must take into account the unique life circumstances women face. Discover tips financial professionals can do to help women develop strong financial..

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Study Groups: Are You Overlooking a Fantastic Opportunity?

Study groups provide an effective learning strategy for many agents and advisors. Although they can be successful, they are not being fully utilized by many agents and advisors. As an advisor looking to grow your business, should you consider creating or joining a study group?

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Demystifying CPA Alliances: The Importance of Trust

Keep these six tips in mind when building a professional alliance with a CPA and watch your referrals grow.

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Moving the Sales Process Forward

These helpful hints will help move you closer to sealing the deal.

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Boost Retention and Profits by Wowing Your Customers

An ongoing appreciation program can help you retain existing clients by exceeding their service expectations. Incorporating even small improvements to your client-engagement tactics can build and cultivate a mutually beneficial partnership, which will have a positive impact on your bottom line.

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Ethical Practices in Times of Change

Even with all that seems to be going on in the world today, we are still bound to conduct our practice from the same directives. This means that the NAIFA Preamble and obligations are as meaningful and helpful now as they have ever been, supported by our own personal ethical code.

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