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Finding Success in the Chinese-American Market

Some Chinese- Americans refrain from buying life insurance because of language barriers or they are uncomfortable. Start by understanding the culture and values of this demographic group.

 

 

Finding Success in the Chinese-American Market by Elaine Yunan Liu

 

Multicultural communities present..

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You Have 500+ LinkedIn Connections... So What?

 

We’ve all been there, scrolling through LinkedIn, just following up on a 3rd connection you know from the internship you did before your senior year of undergrad. The first thing you noticed is the 500+ at the top of their profile…

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How I Got a Jump Start on My Day

The idea of waking up early, and its effect on accomplishing more or less in a day, is explored by William Richardson. Having to arrive early in the morning to his office one day, Richardson noticed the four names above him (in the security sign in sheet) all belonged to the top five producers..

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Articulating Your Value

Are you having difficulty communicating the value of your company with the public? This article will guide you through the steps of defining your value and sharing it with your target audience. It will allow you to better understand how your company differentiates from others, and what you..

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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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Conversations That Empower Clients

Prospective clients want to find the right financial representative who will take the time to explain their business fully. They want someone who will offer multiple solutions to address their needs. These prospective clients want to make the most out of their finances. By choosing the right..

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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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Getting the Wealthy Investor to Hire You

Looking to aquire business from high-net-worth clients? Learn how you can reach out to these potential clients and acquire their business with three easy tactics. You'll learn how to identify, win and maintain more wealthy clients. In addition, you'll understand everything that these clients are..

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Taking Incremental Steps Toward Success

Leverage the tips outlined in this article to move your practice forward, one step at a time.

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