Steal This (Seminar) Idea

In 1996, Bill Gates famously announced “Content is King”, and the current pandemic has pushed that axiom to its limits, with quarantine driving spikes in internet usage and families looking for anything to watch now that they’ve reached the end

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Steal This Idea (Too!)

Did you do a Financial Plan for a client at the end of December/early January? Do you think they might be concerned about how the market may have affected their plan (what with a 15% drop in their net worth

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Steal This Idea

As unsettled as this time may seem, for aggressive advisors it can actually be a good time.  The uncertainty that is swirling around provides a great opportunity for you to prove your value to clients by preemptively answering questions, calming

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Why Now May Not Be The Time to Switch BDs

Helping advisors secure multiple offers and transition to a new broker-dealer is our area of expertise so this may sound a bit odd…now may not be the time to switch broker-dealers. Let us explain. Amidst the incredible disruption of the

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