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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Building a Loyal Client Base with Millennials

Advisors must approach millennials in different ways to win their business, as traditional approaches to younger generations often do not work. Millennials are the future of keeping businesses growing, and it is imperative to learn how to reach out and gain their trust. Here's everything you..

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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. 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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Creating Opportunity by Reaching Diverse Markets

The increase in diversity in the United States population is the result of recent immigration, and by births in the U.S. of children 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..

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