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Archive | Financial Advisoring

Yahooooo, it’s a volatile market!!

Wahooo, a lousy, volatile and crazy market!     Alas, the Bull Run has yawned and 2016 has presented us with a volatile roller-coaster ride that is proving to be unnerving to millions of investors around the globe. I say Hooray!! No, I’m not a masochist or a pessimist, but I am an optimistic opportunist. […]

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Implementing the 80/20 Rule and Gaining New Clients

http://www.iris.xyz/development/art-gaining-referrals-clients There’s an ocean of new business out there this year! Are you “fishing where the fish are”? Mark Magnacca is one of my all-time favorite best-selling authors in the financial services and sales industries. One of the key points he’s made in his books and seminars, is the importance of fishing where the fish […]

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Robo Advisors On The Move!

Robo advisory programs currently have $16 billion in assets but that’s expected to skyrocket to $255 billion by 2019. Should advisors ignore the Robo Advisor like they did with the no-help/no-load companies or shall they take a stance, be proactive and find more ways to retain the clients and assets they’ve worked so diligently for? […]

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Adding Value In Life

During the last 27 years of my career in the financial services industry, I’ve been hired by a few great companies and a few mediocre companies. Business was easier to find when I was with the great companies but I had to work five times harder to gain traction when I represented the fledgling mediocre […]

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