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BUSINESS

How to Study for a Licensing Test

Your school days may be long behind you, but facing a licensing or designation exam can remind you that you need to brush up on your studying and test-taking skills.

April 2018 |  Read Article

Boosters and Reducers: Curing Your Negative Self-Talk

So much of our success or failure hinges on the messages we tell ourselves. Here is how to quell those negative voices in our heads.

March 2018 |  Read Article

Should You Move From Direct Mail To Digital?

Digital marketing is taking the lead from “snail mail” as boomers are becoming more comfortable communicating in the digital world.

February 2018 |  Read Article

Fuel Referrals by Establishing A Client Advisory Board

The best way to attract more of your ideal clients is to put some of your existing clients to work advising you.

January 2018 |  Read Article

Pitching to a Group Without Being Thrown a Curveball

It’s tough enough to sell an individual. Getting a buying consensus from a group is even worse. How you can keep your sales pitch from becoming dead on arrival with a group.

December 2017 |  Read Article

How Even a Little Technology Can Help Grow Your Practice

You may not consider yourself to be a “techie,” but adopting a few basic forms of technology can make a difference to your practice.

November 2017 |  Read Article

How to Run a Seminar Without It Ruining You

Seminars can be an ideal marketing tool, but they can be a disaster without the right preparation.

October 2017 |  Read Article

8 Simple Ways to Get More (and Better) Client Referrals

Advisors are often reluctant to ask for referrals and clients are uncomfortable giving them. How to break the deadlock.

September 2017 |  Read Article

It’s Easy Being Green: Creating an Environmentally Friendly Agency

Give yourself a marketing edge while you help save the planet.

August 2017 |  Read Article

How to Deal With This Guy

Somehow, they never learned how to play well with others in the sandbox.

July 2017 |  Read Article