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Make the Most Out of Every Conference: 5 Steps to Success

Basking in the warm weather and catching up with old friends can be great perks of attending a conference. But if you’ve ever come home wondering if it was really […]

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5 Ways Wholesalers Can Help Build Your Practice (and Your Career)

By Mark Petersen It’s no surprise wholesalers are important resources for your firm. And their role in your success can extend far beyond their ability to serve as effective product […]

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6 Things your Clients Need to do to Protect their Aging Parents

By Matthew Paine For many advisors, a client meeting about multigenerational issues has been focused on transferring wealth to the next generation or helping them begin saving for their futures. […]

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3 Reasons Alternative Investments May Be Your New Key to Success in Changing Times

For some, recent headlines have been unwelcome harbingers of changing tides in the advisory business, many of which are rooted in the DOL fiduciary rule. News has finally been trickling […]

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3 Tips for Talking to Clients about Alternative Investments

If you’ve been advising clients for more than a decade, alternative investments probably haven’t been on the list of options you’ve discussed with most of them. Sure, a handful of […]

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Finding your Field Guides: A Key to Entrepreneurial Success

Being an entrepreneur can be rife with challenges. It’s no wonder: you’re in the business of creation—of building something physical from an abstract idea. And no matter how innovative or […]

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Recapitalize Your Client Relationships

As an advisor, you may know the challenge of working an older or new book of business: Perhaps some time has passed since you last spoke and you want to […]

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7 Ways the Law Protects Seniors Who Sell Their Life Insurance Policies

I never get tired of sharing this fact: a life insurance policy is an asset. If a senior is not going to keep their life insurance policy—for whatever reason—they have […]

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“You’re Welcome.” Little Words Can Make a Big Difference to Your Clients

“You’re welcome.” It’s a phrase that every one of us learned to say when we were young. Not just to be polite, but to express our willingness to give something—our […]

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Is It (Finally) Time to Go Independent?

Going independent. You’ve been thinking about it for years, but something has always stood in the way. The safety of a big organization. The familiarity with the people, technology, and […]

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