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Tag: insurance agent

How Money Managers Invigorate Business

You’ve heard it a million times—we’re in a relationship business.  But most brokers don’t act like it.  They still think there business is managing...

The Best Way to Market Financial Services -- for YOU!

Why One Marketing Approach Works for Other Financial Advisors And Not for You The most common question rookies and veterans ask each other is: How...

Facts About Seniors on the Internet

If you are in financial sales as a financial adviser or insurance agent selling to seniors, these facts are essential to your best marketing...

Insurance Agents Ought to be Registered Investment Advisers

The securities professional is no more informed than you at handling investments. You may believe that the financial planner knows so much more about...