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Featured Products

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Referrals are the most important source of new clients, yet most advisers struggle with attracting them. With good reason – most of what is published on how to get them is wrong! This program will show you where referrals really come from, and how to create a marketing plan that will have you attracting more than ever before – without asking.

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Ronnie Genser’s successful career took an unexpected turn after the sudden death of her husband, Dr. Sandy Weinberg. The things Ronnie learned about what she needed to do after Sandy’s death, including how to organize the numerous and unexpected tasks, the resources she found, and the tips she learned, she now shares in her work as a Bereavement Navigator with other widows, widowers, adult children, and other relatives who have lost a loved one, in hopes that her knowledge will make this process and the journey ahead easier for them. She’ll share her insight into how to support, connect with, and actively help clients during an unimaginably difficult and financially demanding time.

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As with any investment vehicle, to optimize the benefit of ETFs, planners must understand and use them effectively within their respective portfolios. This program has been carefully designed to balance the principles of portfolio management with applicable quantitative selection techniques for ETFs.

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In the U.S., 10,000 people per day turn age 65, and life expectancy is increasing. The Boomers have caused most of the major market trends of the past 60 years, and their final market impact could be devastating. This represents an unprecedented, and often overlooked, opportunity for your business to address a vital need. But how can you tap into this opportunity to the advantage of both you and your clients? The answer is surprisingly simple.

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Stop Asking for Referrals!
Business & Practice Management
Understanding Grief and How to Help a Client After Their Loved One Has Died
Interpersonal Communication
1 Credits
Portfolio Management: Quantitative ETF Selection
Investment Planning
1 Credits
The Cost-Free, Business-Building Strategy for the New Economy
Sales & Marketing

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