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5 ways to cement relationships with client couples
There are probably no goals more important for financial advisors than attracting new clients and keeping the ones they already have. But death and divorce pose big challenges to that. Read More
In the Loop – June 24, 2015
In the Loop Newsletter – June 24, 2015: Webinar on June 24, Carrier News, Interest Rate updates and much more!
4 myths Dave Ramsey is spreading about fixed annuities (and how to overcome them)
Yesterday’s experiences shape tomorrow’s beliefs. Had Dave Ramsey’s past experiences not been marred by financial ruin; had his past not been sensationalized by giving off-the-cuff, hard-to-hear, overly simplified advice; had he not generated most of his wealth during one of the strongest bull markets our country has ever seen; then we wouldn’t have a Dave […]