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Beneficiary mistakes can cost clients a fortune
September 01, 2010
Beneficiary designations are an important issue in determining where certain assets of an estate end up....
Three easy steps to solve social insecurity about the Internet
August 01, 2010
What is one of the newest, hottest, cheapest and fastest-growing ways to communicate with and attract new clients?...
Are financial products too complicated?
July 01, 2010
Delivering on the promise will be the industry’s greatest challenge as compliance evolves from...
How to reform health care
June 01, 2010
The system needs to be reformed, no one has argued against that. At the same time let us keep it real....
Rethinking referrals: When seminars don't work
May 01, 2010
For advisors looking to transform the new business process, professional partnerships are the future and a solution to seminar stalemate....
The Obama administration's plan to promote annuities
April 01, 2010
Of course he likes annuities. Guaranteed income means guaranteed taxation upon receipt of income stream and guaranteed taxation upon death to the beneficiary....
What do advisors think about health care reform and how it affects seniors?
March 01, 2010
Future Medicare, if left up to our elected officials, will require higher costs to access medical care at every level....
What book(s) or other media (video, audio, seminars) have had the most influence on your business?
February 01, 2010
So far, Bill Good in creating a systematic approach to marketing/prospecting/asset gathering....
In these tough times, where and in what ways are you finding inspiration that helps you continue to thrive in your practice?
January 01, 2010
We are forming a focus group for our firm....
How to thrive during tough times
October 26, 2009
In these tough times, where and in what ways are you finding inspiration that helps you continue to thrive in your practice? And how are you applying that inspiration to your practice?...
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