Seven articles! Spend money wisely! Easily impress wealthy people! How much is enough? More!
Seven articles!?Some different subjects this week!?Which one did you like best??Share your thoughts in the Comment section below.
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We learn by doing.?My wife and I attended two charity events recently.?Some of the most memorable things you can do are simply being polite and gracious.?Here is how I put it into practice.
10 Ways to Impress Wealthy Prospects at Social Events ThinkAdvisor (10/3/22)
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Taking time away from the office to attend class seems like a chore.?You return to a stack of messages from people who called while you were away.?How you explain your absence can show your value and lead to business.
Continuing Education:?A Brilliant Sales Tool When Presented in the Right Way Benefits Pro (9/30/22)
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The working title for this article was: “Seven Ways to Use Good News To Get Your Prospect’s Attention.”?Clients and prospects get enough bad news when they turn on their TV.?They will want to talk with you if your news is uplifting and practical. ?
Life and Annuity Talking Points for the Fall ThinkAdvisor (10/3/22)
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One way advisors encourage clients to invest for retirement is to rename the goal “financial independence.”?How much money do advisors need to get to the point where work becomes a choice, not a requirement??What influences that decision?
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How Much is Enough??From the Advisor’s Viewpoint Financial Advisor (10/3/22)
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Some advisors rent booth space at consumer shows or regional meetings of a professional association.?It gets pretty boring very quickly when you sit behind a table watching people walk by.?Sitting is the last thing you should be doing.
Stand Out in a Crowd:?How to Get Big ROI from a Trade Show Booth BenefitsPro (10/6/22)
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Baby Boomers were taught the value of money because parents or grandparents remembered The Great Recession.?Later generations have grown up in boom times, assuming good times will last forever.?Interest rates are rising and inflation has returned.?It’s time to relearn those lessons.
The Lost Art of Spending Money Wisely Advisorpedia (10/3/22)
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Many business owners have the majority of their wealth tied up in the firm they founded.?Here is the nightmare scenario:?They die suddenly, customers walk away, people who owe you money shop paying and the value of the business vanishes.?You need to plan ahead.
Six Succession Planning Conversation Starters Rethinking65 (10/6/22)
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