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Mar 20, 2018

You can wow your audiences and connect with prospects when you speak just as effectively as any Ted Talk speaker or Steve Jobs style presenter. The first key is to make your presentation more about you and your audience and less about your slides, charts, and data. Kate LeVan, author of "Speaking with Strategic...

Mar 16, 2018

What’s Working Now: This advisor shares how she left her old firm and created a media presence aimed at women.

Mar 15, 2018

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses volatility and normality, trade, employment, inflation, earnings and the upcoming Fed meeting.

Mar 6, 2018

Effective marketing has nothing to do with the services you provide, which prospects can get from anyone. The key is getting clear on why you became an advisor and what about the work attracted you to it. When you make those things the core of your marketing, you are going to attract people who want to work with you....

Mar 5, 2018

What’s Working Now: Advisor Dwayne Kappell shares how he worked with a coach and reworked his approach.