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  Using social media to drive business results for your practice

  Utilizing social selling is an excellent way to engage with old clients and build relationships with new clients. With many businesses moving online during the COVID-19 pandemic, the progression towards building and cultivating relationships online has quickened. You can take advantage of this shift by building your own online brand and utilizing social selling.

  Practice Management September 26, 2022

  • client relationships
  • practice management
  • social selling
  • technology
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  Helping clients understand the financial benefits of marriage

  Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages.

  Client outcomes October 26, 2023

  • client relationships
  • marriage
  • retirement income
  • retirement planning
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  As investors increasingly fear a recession, financial professionals can help them prepare

  Four in ten investors believe the U.S. is already in a financial crisis, and another three in ten believe we are approaching one.

  Client outcomes April 19, 2023

  • client relationships
  • inflation
  • investing strategies
  • retirement planning
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  Long-term Care, the Double-Edged Sword for Women in 2022

  With advanced thought and planning, help them ease financial challenges they may face as caregivers.

  Client outcomes May 23, 2022

  • Long-term care
  • retirement planning
  • women in retirement
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  Concerns rise over tax increase proposals

  Could higher taxes on capital gains impact markets?

  Capital Market Impact May 12, 2021

  • market commentary
  • taxes