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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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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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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Millennial Women Show Strong Interest in Personal Finance

According to the 2013 Women, Money & Power Study from Allianz Life Insurance Company of North America, millennial women show a strong interest in personal finance. They want to take financial responsibility for the future and are eager to learn about personal finance; however, many are confused..

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Thriving in the Middle: Success In Serving Middle-Income Americans

 

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