Features

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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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  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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  The future of commission-based compensation

  By Charles K. Hirsch  |  May 23, 2013

  Opinions vary on whether a fee-based system is imminent.

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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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  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.

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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.

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  Which indexed annuity is right for your client?

  By John L. Olsen, Michael E. Kitces  |  May 21, 2013

  Annual reset or point-to-point? Each of these four indexed options matches a specific prospect's profile.

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  100 best sales & marketing ideas: 11 tech tips

  By Daniel Williams, Nichole Morford  |  May 21, 2013

  How effective is your website, really? Do you have the ideal balance of high-tech and high-touch? Our experts can tell you.