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Doing Business in the Chinese-American Community

If you want to find success working with Chinese Americans, you must learn about their traits and habits, and develop specific strategies around these traits.

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Advisors: Here's What Wealthy Millennials Want From You

What worked for Boomers won’t cut it for the wealthiest members of Generation Y.

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Cultivating the African American Market

The African American community is a large market, with the endless potential to grow your business. Learn how to cultivate and grow your business to reach this market. Additionally, this article provides a background on the market, and a step-by-step guide for expanding your business to the..

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Working in Diverse Markets

The immigrant population in the United States is steadily increasing, and has opened up a wider market for financial advisors and agents. In this article, you will learn the benefits of working in diverse markets along with how to educate yourself culturally. Furthermore, this article will..

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Working with Single Women

The increase of professional single women in the United States has created a niche market for advisors who can help guide them through their financial futures. Single women are looking for a professional who is sensitive to their issues, and someone who will make them feel confident about their..

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Working with Muslim-American Clients

The Muslim-American market can be a complex market to work with. Your Muslim-American clients have specific financial requirements that must be met. Learn how you can highlight the importance of personal responsibility to these clients, while being respectful and mindful of their culture.

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Improving Gender Diversity at the Workplace

Research by Boston Consulting Group has identified initiatives that can help organizations looking to increase gender diversity. By implementing these programs into your corporate culture have shown to improve retention and advancement.

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What Is Driving Our Growth?

There are countless reports of an underinsured America. Many of the people who need what we have to offer may be very different from those whom the industry has been successful in serving for decades.  What markets are experincing growth and how can you tap into it?

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Majority of Women Now Responsible for Household Finances

According to the October 2016 study from Allianz Life Insurance Company of North America, Allianz Women, Money, and Power Study, 51 percent of women claim that are the CFO of their household.  Top worries of this population are  running out of money in retirement and managing the rising costs of..

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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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