Take the steps outlined in this article today and your procrastination problem might be gone tomorrow. Read more ...

This advisor’s use of social media will enhance your online-marketing strategy. Read more ...

Your first step is to know your client’s destination through the drafting of a comprehensive financial plan. Read more ...

Advisors who honor this obligation are likely to find good persistency and compliance records, and a growing source for referrals. Read more ...

What Center of Influence has been the most helpful in acquiring prospects?

• Other agents and advisors
• Certified public accountants
• Real estate and mortgage consultants
• Estate-planning attorneys

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