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- Education Planning
It makes a big difference who owns the college nest egg—the parents or the student.
- Eliminate Your Stress
Stressed out? Here are some quick ways to put a smile on your face and a spring in your step.
- From Factfinding to Discovery
Helping clients discover what they want for their financial future is the first step to a profitable relationship.
- Gapping for Growth
This unique system will help you grow your business using existing clients.
- Master Class
Helping people secure their futures is a noble goal, but the engine behind it is still good old-fashioned sales. Learn from your leaders what it takes to stay in the business and succeed at selling.
- Finding Your Niche
Targeting women business owners will open a door to the affluent market.
- The Referral Lucky 13
Learn 13 common-sense methods to gather the best referrals.
- Staying Power
Learn how four leaders, including NAIFA CEO David F. Woods, kept their sales careers on course.
- Beyond the Box
We play off a hackneyed phrase to ruminate on the importance of boxes and old-fashioned creativity.
- Doing Great Things
Volunteering can give you a sense of satisfaction and, if handled properly, help your bottom line.
- Education Foundations
Your wealthy clients can fund a 529 without identifying a beneficiary.
- The Five Ps of Empowerment
Empower your employees to make their own decisions and add value to your business.
- Follow the Money
The road to success is in retirement plan asset rollovers.
- Holistic Wealth Management
These 10 features are what you should look for when selecting a comprehensive wealth-planning system.
- Preserving Inherited IRAs
The Uniform Distribution Table can help you streamline the inheritance process.
- The Magic of Marketing
Four successful advisors and a marketing expert give you their take on credibility, centers of influence, seminars and high-tech marketing.
- Planning for Divorce
Here are a few estate-planning issues engaged couples should address.
- Success Calendars
If you have trouble organizing, this simple color-coded calendar system can help you keep track of personal and business time.
- Three Characteristics of Top Producers
What sets the best producers apart from the average ones?
- From Commission to Fees
Learn how this advisor successfull converted his clients to fee-based accounts.
- The Five-Question Interview
With five questions you can get the stories that will turn prospects into clients.
- The Five Secrets of Seminar Success
If you're new to seminars, or a savvy veteran, these tips will sharpen your game.
- Targeting Seniors
Today's seniors are active and living longer. That means yesterday's products and approaches may not be a good fit. Here?s what you can do to keep these clients financially healthy as they retire.
- Unlicensed Sharing
No matter how you couch it, sharing your commission with an unlicensed advisor can spell trouble.
- Finding Your Niche in the Women's Market
You shouldn't be selling to all women, just some women. Find out why some advisors are taking this tack, and why you should as well.