Four Ways You May Be Missing the Human Touch

As an advisor, your number-one job is to prospect; your number-two job is to sell yourself; and your number-three job is to sell your products and services. Achieve your version of success by combining the key components of successful prospecting with a plan for constant action.

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Growing Your Annuity Practice

The techniques outlined in this article make selling annuities to your clients a much easier and a more positive experience for all parties involved. If you have educated your clients thoroughly, and an annuity is a natural fit to solve a problem within their portfolio, annuities will sell..

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Prospecting as We Know it Is Dead. And that's OK

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Working with Business Owners Is as Easy as 1-2-3!

Small business is the backbone of America. These small businesses are valuable assets to their owners, but many owners aren’t aware of the opportunities to build, protect and enhance themselves with life insurance.

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Using LinkedIn as a Marketing Tool

If you are serious about using LinkedIn in your practice, review these tips to make the best use out of this social media outlet.

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How to Get High-Net-Worth Clients

"Smile and dial" went away when the Do-Not-Call list arrived, and most of your time is spent servicing current clients. So how are you going to get your share of the high-net-worth market? Try some of these approaches to put you in front of the right people.

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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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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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Attracting and Serving Today’s High-Net-Worth Clients

With growing diversity of high-net-worth clients, it is important to identify ways to remodel and service their needs. This article expands on who most of today’s high-net-worth clients are, and offers solutions on how to serve and appeal to them. Plus, you will gain a deeper insight into how to..

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Is Your Website Hurting Your Referral Acquisitions?

In today’s business landscape, your online presence can make or break you. It is vital to examine your website, and determine whether it is helping or hurting the growth of your business. This article demonstrates different ways in which your online presence can hinder you. Additionally, it..

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