Advisors: Here’s What Wealthy Millennials Want from You

When it comes to advising, the needs of each client change depending on the generation. Maintaining old strategies without adjusting for the new generation can ultimately result in failure to maintain their business. This article will help in understanding what today’s wealthy millennials want..

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Working in Diverse Markets

The immigrant population in the United States is steadily increasing. The increase in immigrant population 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...

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Cultivating the African American Market

The African American market is a huge market with the endless potential to grow your business. In this article you'll learn how to cultivate and grow your business to reach this market. Additionally, it provides a background on the market and a step-by-step guide for expanding your business to..

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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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Finding Success in the Chinese-American Market

The Chinese-American market is full of well-educated individuals.Statistics show that their median annual income is 34.2% higher than the U.S. average.This is an ideal market to penetrate, but how can it be done? The below article will give you background information on this elusive market..

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Facts & Figures about the Hispanic Markets

Hispanics are the fastest-growing demographic in the United States. This article shares facts and figures from LIMRA about the Hispanic market. The following facts will come in handy to agents and advisors who want to target their products and services toward the Hispanic community.

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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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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. This article will show you how you can highlight the importance of personal responsibility to these clients while being respectful and mindful of..

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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 births in the U.S.  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 more clients. This..

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Why Our Industry Does Not Attract Women Employees

Women in the workforce are continuing to increase in the United States; now accounting for 47 percent of all workers. However, it seems that the financial industry is still struggling with attracting and retaining female advisors at this time of unprecedented change in the American workforce...

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