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Financial Planning, The College

The Value of Designations: The Client's Perspective

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

A 2018 study, The...

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Financial Planning, Philanthropy

How to Spark A Philanthropic Conversation With Boomer Business Owners

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...

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Insurance, Financial Planning

8 Tips for New Life Insurance Agents

The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings. 

In a previous blog post, adjunct...

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Financial Planning, Insurance

5 Ways CLU® Designees Give Their Clients Peace of Mind

Life insurance planning includes determining how much and what type of insurance is needed. Financial planners must understand the client’s goals or objectives and priorities....

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Financial Planning

What You Should be Asking Life Insurance Clients

As a life insurance agent, it’s important to look at the client’s situation to determine why they would need life insurance as part of any financial planning engagement or...

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Financial Planning

Roadmap to College Planning for Advisors

In today’s changing world of finances, advisors are expected to change with it.

Clients are seeking out financial planners who can provide financial guidance in all aspects of...

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Financial Planning

3 Prospecting Principles That Pave The Way To A Rewarding Financial Services Career

For those new to the financial services profession, perhaps the biggest challenge is finding people to talk to about your products and services. The No. 1 reason why agents and...

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Financial Planning

The Impact of 10 Cognitive Biases on Clients

The field of behavioral finance attempts to describe what most of us know intuitively – people do not always make rational choices. Why not? It’s part of being human. The...

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Financial Planning

5 Ways Education Deepens Client Relationships

Today’s clients want financial advisors to do more than just assist with investment and asset management. They also seek advisors who can help them learn to use financial...

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