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Advisor Think Box - Helping Financial Advisors Build Great Businesses
Get creative about social media communication! Written by Jim Yih • 1 Comment. I think everyone would agree that communication has evolved and changed dramatically. When I came into the financial industry over 20 years ago, the phone was probably the primary means of communication. Back then phoning someone meant calling from a land line at the office or at home. If you were on the road, you. 10 Keys to Social Media for Financial Advisors. Written by Jim Yih • 1 Comment. Good planning is part of any succ...
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NAIFA's Advisor Today
Retirement Planning for Today’s Boomers. DI Insurance and Life Insurance. Top Tips for Selling Annuities. Expand your annuity practice by determining your prospect's needs, educating him, overcoming objections, addressing concerns, and helping him choose the annuity that best suits his needs. The Gift of a Lifetime. Let's take the gift of a lifetime income annuity and give it to our clients today so that their futures will not be a mystery. Entering the 401(k) Market. Building a More Successful Practice.
Advisor Today Blog
Please type a word/Phrase to search. Organization & Time Management. Management & Personnel. Your First Four Years. Sales & Marketing. Steer Clients Clear of These Common Retirement Planning Mistakes. Webinar: Thursday, May 14, 2015. Putting Life Insurance on the Millennial Shopping List. Past NAIFA Trustee is Leading Agent at AIG Financial Network. AIG Financial Network has announced that Edward A. Zabielski, Jr., CAP, is the organization’s leading sales agent for 2014. AIG Financial Network...Each May,...
