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6. Hit the phones Cold calling is back! However, these days, it’s not about “dialing for dollars.” Instead, it’s about identifying your target market and figuring out how best to approach it. Do your research first! Find out all you can about the market; what makes it tick and, most importantly, what are the opportunities…

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Throughout your career, you can find yourself facing several paths to choose from and many difficult choices. Don’t waste time trying to find the perfect moment to choose the perfect path, hoping it was the correct choice.  Because selecting the perfect strategic path to follow is not as important as choosing a practical path and…

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4 Tips To Help Maximize Your Income Today

We all know that a retirement plan typically focuses on investing money for the long term. This strategy relies on high returns on these investments over the years and encourages minimizing expenses to free up more money to contribute to your plan. But what if you could create a sustainable income today to create more…

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In a recent study, the Federal Trade Commission reported that 5 percent of consumers had errors on their credit reports and 26 percent have an error that may well affect their ability to obtain credit or a get a better interest rate. These results emphasize the need to be proactive and check your credit report…

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Are You Creditworthy?

Sooner or later, everyone requires some type of loan or credit card account. If you know what lenders are looking for when deciding whether or not to give you credit, you can prepare yourself to be in the best possible financial position before applying. The six main factors that lenders use to evaluate your creditworthiness…

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How Educating You Clients Makes You Money

An element of education is a part of each financial transaction, but committing time and energy to help your clients become financial literate can actually make you money. How? Well, by educating your clients, you not only give your client confidence with financial matters, but it also creates good communication and, ultimately, a stronger advisor-client…

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More and more advisors are embracing a fee-based methodology in their practices. Advocates of the fee-based approach believe that the biggest benefit is to the client. As opposed to a commission-based structure, clients can see that the advisor is only paid as long as they are delivering satisfaction to them. Significant life events can and…

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8 Tips To Help You Learn About Personal Finances

Personal finances affect everyone, regardless of their job or status. And if your finances are in a mess, nothing is right in your life until they are sorted out. Here are 8 tips that will show you effective ways to ensure that your personal finances are in order. 1. Be sure to keep a supply…

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So What About Health Insurance?

Health insurance is a part of health care benefits. It provides coverage against a number of medical expenses such as doctor visits, prescription drugs, and hospitalization and associated expenses such as surgical procedures. Health insurance can be provided by Governments, private companies, and insurance companies who underwrite health insurance. Health insurance became popular in the…

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Why You Need General Insurance

Life is great! But that doesn’t mean it doesn’t have its share of dangers and risks. General insurance is offered to provide protection for your property, business, vehicle, etc, against many of these hazards. While life insurance protects your assets for your beneficiaries in the event of your death, often with a savings or investment…

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