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Leveraging the Power of Study Groups

Study groups provide an effective learning strategy for many agents and advisors. Although they can be successful, they are not being fully utilized by many agents and advisors. As an advisor looking to grow your business, should you consider creating or joining a study group?

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Establishing a Niche Market

It is important for agents and advisors who specialize in specific products or services to establish a niche market. This article provides you with the information to help you as you begin to establish your own niche market. Nine steps are explained in further detail, so you will be able to..

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Succession Planning: I Love My Job, But I Don’t Want to Do it Forever!

Even though being a financial advisor has its many perks and rewarding moments, you're likely to want to retire eventually. When that happens, what will happen to your book of business? This article talks about options to consider when you’re thinking of succession planning for your business...

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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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Marketing on a Budget

If you are an advisor on a budget, and need tips on how to gain the attention of your prospects, then read this article to learn about some low-cost marketing techniques that can lead you to success. Having a well-thought-out strategy is important to help you stand out from other advisors...

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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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Five Things Your Client is Thinking…But Won’t Let You Know

Get a glimpse into the mind of your client through this article. Read about five concerns that your clients have on their mind, but are hesitant to tell you. With this information, you can better address these five concerns successfully with your clients, and continue to build a stronger..

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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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What is Keeping Your Senior Clients Up at Night?

Understanding the key concerns of your senior clientele is an important aspect of building a stronger relationship. Providing them with the right product can help them feel better about what happens to their assets in the future. Understand the common concerns of senior clients, and what it..

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