NAIFA: YAT Chat Newsletter
The NAIFA YAT is the Young Advisor Team, defined as under the age of 40 or having less than five years of business under their belt.
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MDRT Minute: The Missing Pieces of the Financial Planning Puzzle
Author Kevin Lynch, CFP, ChFC, discusses the missing pieces of financial planning. Make sure you aren't missing any of these important services.
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NAIFA: Advisor Solutions Coaching Packages
NAIFA has three packages available, designed to move your business forward, one solution at a time. Advisor Solutions, Coach's Clinic, and S.M.A.R.T. Group Coaching.
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NAIFA: Free Webinar—"Are You Too Nice to Close the Deal?"
In developing relationships with prospects, do you lack assertiveness? Have you ever thought that needing to be liked is what is hurting your production?
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Introducing MetLife's BOSS Strategy
We’ve been discussing our Business Owner and Executive Review Planning (BOERP) strategy, and in doing so have gathered and combined some best practices.
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MDRT: June 2014 E-Newsletter
In this issue: Thank you for a great Annual Meeting! Next stop: San Francisco for the Top of the Table Annual Meeting. Save the Date: Upcoming webinars.
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How to Do Email Marketing for Financial Advisors
"Are you doing email marketing but not seeing the kind of results that you expected? Are your email opens and clicks disappointing… or non-existent?
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SEO News from Internet Marketing Ninjas part 2
The Internet Marketing Ninjas recently provided quality information we'd like to share. In this post you'll find the highlights and why we think it's useful.
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Opening Cases with a Business Valuation and Buy-Sell Review
The goal of this month is to provide you with a turnkey process to incorporate more effective business planning into practice. There are plenty of opportunities out there.
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Map Your Lead Generation Efforts to Your Sales Funnel
Free Download: Marketo's Lead Generation to Sales Funnel eBook. Discover how to define a lead by demographics, firmographics and BANT (Budget, Authority, Need, Timeline).
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