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Oct 31, 2016

What’s Working Now: This advisor listened to her clients’ cybersecurity concerns and found a way to help them while also getting in front of prospects.

Oct 20, 2016

Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points reviews the start to Q3 earnings season, highlights inflationary pressures in the economy, reviews a key economic sector, discusses recent signs that oil price are stabilizing, and much more.

Oct 17, 2016

What's Working Now: This retirement planner presents Medicare workshops at local financial institutions to build his brand as the local resource for retirement healthcare.

Oct 11, 2016

If clutter covers your working environment, it not only looks bad to clients and prospects, but it can actually hurt your productivity, because all of that mess leads the brain to feel overwhelmed and stressed. We all know we need to become more organized, but it can be a struggle to know how to begin the process....