Brokerage

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  How to invest like an Ivy League endowment

  By Richard Hoe  |  May 23, 2013

  Borrow tips from the endowment experts at Harvard and Yale and you may be able to maintain a kind of portfolio sanity.

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  Brokers get on board with PPACA

  By Nick D’Addezio, Dan Lyons  |  May 22, 2013

  One year after writing off PPACA, a survey shows brokers aren't willing to be left behind.

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  Do you nurture prospects or just pester them?

  By Jill Konrath  |  May 8, 2013

  Find ways to be valuable to prospects before you sell.

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  11 signs your deal is dead in the water

  By Kelley Robertson  |  May 6, 2013

  Be prepared to cut the ties before you have wasted your time.

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  Q1 is done. How’d you do?

  By Dan Hudson  |  May 2, 2013

  It’s not too late to recover from a lackluster first quarter.

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  5 reasons why low rates can’t stop annuity sales

  By Adam Hyers  |  April 26, 2013

  New product features are keeping fixed and fixed indexed annuities attractive, despite continuing low interest rates.

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  On the art of investing, customer satisfaction & persuasion

  By Richard Hoe  |  April 23, 2013

  A roundup of books to add to your spring reading list.

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  Lying is not a strategy

  By S. Anthony Iannarino  |  April 23, 2013

  It’s the absolute worst way to get through to a prospect.

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  5 sales lessons I have learned

  By Adrian Miller  |  April 20, 2013

  Lesson 1: To really succeed in sales, you need to get out there.

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  Has your brokerage house got your back?

  By Rick Gallegos  |  April 18, 2013

  The best brokerage firms can be your secret weapon in a competitive business.