Sales & Marketing

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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 said that greater use of advertising and educational outreach through television, the Internet and social media are needed to raise financial awareness and preparedness within these communities. IT solutions at the point of sale in retail outlets can also be used to promote long-term savings.

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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.

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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.

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  Variable annuities getting more variable

  By Maria Wood  |  May 20, 2013

  IRI panelists: Change was a constant in the variable annuity world in 2012.

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  100 best sales & marketing ideas: 11 client appreciation tips

  By Daniel Williams, Nichole Morford  |  May 20, 2013

  Boost client loyalty and overcome every prospect objection with these top-of-the-line client appreciation tips.