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Jan 31, 2018

Presenting, when done well, is an incredibly powerful way to connect with prospects, yet advisors either don't present enough, or they assume they're great at it just because they're extroverted. Listen as Ellen Rogin talks with Julie Henry, author of the forthcoming book, "Present on Purpose," about how you can prepare...

Jan 22, 2018

What’s Working Now: This advisor shares how she builds a practice by focusing on financial education.

Jan 18, 2018

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses corporate tax cuts and the impact on profit estimates, a key goal of tax reform, the outlook for inflation and interest rates.

Jan 16, 2018

What’s Working Now: This advisor shares how he turned a passion for writing into opportunities that bring new business.