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Step Up to the Plate
Brought to you by:
Legacy
Don’t strike out by falling into the old habit of just selling product. Implementing solutions to your...
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Compliance Closing Tips that Make Advisors Millions
Brought to you by:
Millionaire Advisor
Watch this video to discover the sound strategy millionaire advisor Matt Zagula uses faithfully to clo...
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Dr. Bart Basi on Business Succession Planning - Brokers Alliance Special Event
Brought to you by:
Brokers Alliance
Nationally recognized educator and fiduciary, Dr. Bart Basi, JD, CPA, PhD in Economics addresses Busin...
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Going Beyond Traditional Disability Insurance, Part I
Brought to you by:
Plus Group US
Find out what to do when not all clients present a standard insurance issue or situation. Businesses a...
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‘Client Advocates’ Close More Sales than Agents
Brought to you by:
Millionaire Advisor
Covering your clients’ life expectancies tactfully can be difficult but critical for calculating how m...
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Debt vs. Income Insurance: What you MUST know
Brought to you by:
Petersen International Underwriters
In an income-driven society like the one in which we live, debt is a major fear that many of your clie...
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3 Marketing Lessons Learned from Alligators
Brought to you by:
Matt Zagula
Alligators have three character traits that you must keep top of mind in order to find ultimate profes...
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Discover What Many Advisors Are Calling the Single Most Powerful Weapon in Their Arsenal.
Brought to you by:
USA Financial
Do you have a financial planning tool that creates an all encompassing financial plan for your clients...
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Truth About Average Stock Market Returns
Brought to you by:
Checks and Balances TV
In one of the most revealing reports about Wall Street ever produced, Checks and Balances TV (CBTV) pr...
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Set Client Expectations like a Financial Physician
Brought to you by:
Millionaire Advisor
Most producers fail when it comes to setting client expectations and parameters. Avoid making these sa...
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