Sales & Marketing

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  This market is mine

  By David Port  |  May 24, 2013

  Want to be the go-to advisor in your town? These three advisors have found the keys to owning their own backyard.

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  100 best sales & marketing ideas: 9 ways to build strategic alliances

  By Daniel Williams, Nichole Morford  |  May 24, 2013

  The right professional ties have become the golden ticket to more sales. Here are nine ways to meet the Centers of Influence you need.

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  An agenda for referrals

  By Margie Barrie  |  May 23, 2013

  This straightforward system is the best way to feel comfortable asking clients for referrals.

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  How to host an online meeting (and widen your prospect base)

  By Todd Greider  |  May 23, 2013

  How do you continue to support a client — or the child of a client — that's moved to another state? It's simple: Use one of four top-tier online meeting tools.

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  100 best sales & marketing ideas: 11 ways to build your brand

  By Wendy Swanson  |  May 23, 2013

  You can glean a lot from a good marketing organization and the right internal team — and from those H&R Block ads.

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  Urban League chief calls for 'game-changing' financial literacy solutions

  By Warren S. Hersch  |  May 22, 2013

  Morial says ads and educational outreach are crucial.

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  Are background checks becoming an IA registration requirement?

  By Harry Lew  |  May 22, 2013

  Massachusetts is the latest in a small number of states that check advisor criminal records before issuing a license.

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  100 best sales & marketing ideas: 9 social media tips

  By Daniel Williams, Nichole Morford  |  May 22, 2013

  If you build a strong social media presence, will they come? Not unless you follow these best practices.

• What if there was no IRS?

  By Staff Writer  |  May 21, 2013

  Stop fantasizing and get back to work.

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  A view from the Zenith

  By Michael K. Stanley  |  May 21, 2013

  Mike Gorlick of Zenith Marketing Group is not daunted by the challenges the industry faces.