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September 5, 2018
Your Clients Are Someone Else’s Prospects

By Heather Hooper

Knock, knock. Who’s there? Someone soliciting the retirement plan relationships that you manage … For advisors with current retirement plan relationships on the books, it’s good to note that fres... Read more


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December 11, 2014
Strategy or Golf Cart Ads: What’s Your Marketing Plan?

By J. William G. Chettle

“A goal without a plan is just a wish.”  -Antoine de Saint-Exupéry   Actual Advisor Conversation…   Advisor: “The golf carts at our local club have video screens you can run ads on... Read more

Investing / Practice Management

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