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Getting Back to the Basics of Building Client Relationships

Aug 24, 2016

Building your client base, a mix of science and art, is at the core of every successful financial services practice.

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Essential Steps for A Smooth Retirement

Aug 16, 2016

Retirement is more than just a change in work status – it’s a major metamorphosis that touches every dimension of an individual’s life. Yet, too few Americans have financial advisors helping negotiate this complex transition.

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Will Social Security Really Be Gone in 2035: What You Should Know

Aug 03, 2016

Viability of the Old-age, Survivors and Disability Insurance (OASDI) program casually referred to as Social Security, has come under fire as of late. Cynics predict that the program will go broke by 2035, the year in which the youngest baby boomer will turn 70.

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Blended Families: The Modern Need for Modern Financial Advisors

Jun 20, 2016

So-called "modern families," which include blended, same-sex, and multigenerational households are

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Get Ready for the Next CFP Board Exam

Jun 15, 2016

Successful completion of the CFP® Certification Exam is a major milestone in any financial advisor's career.

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The ChFC: A Powerful and Comprehensive Financial Designation

Jun 09, 2016

Advisors interested in obtaining a truly comprehensive financial planning skill set should consider becoming a Chartered Financial Consultant® (ChFC®).

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The Highs and Lows of Cash-Value Life Insurance

InvestmentNews
May 29, 2016

This article was originally published in InvestmentNews

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How to Continue Your Financial Education While Working

May 26, 2016

While many financial advisors feel the need to advance or continue their education, they often experience a common obstacle: their job, or rather the hours in a week monopolized by a demanding career.

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Get Your CLU for Your Clients' Sake

May 11, 2016

When it comes to pursuing a CLU® designation, some financial advisors may hesitate, because they don't know if it's right for them. However, there is one group that can benefit from the knowledge and skills acquired from this advanced education: your clients.

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Four Challenges Facing Financial Advisors

Apr 08, 2016

Being a financial advisor is a bit like being on a constantly-shifting sea. Sometimes, you are riding the highest crests ... and sometimes, you are the first to know things are about to crash.

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