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May 1, 2013

To Cater to Women, Learn Their Language
Advisors who realize that males and females think differently about money “have clients for life.”
The Threat from DIY Planning Sites Isn't Looming — It's Here
Younger investors don't really care about face-to-face interaction, and they balk at traditional fees.
Going Cold Turkey on Bad Advisor Habits
These destructive behaviors can harm your business — but you can change them.
Video
Use a Client's Investment Idea to Prove Your Value
Never roll your eyes or laugh. Apply the same due diligence you would to any other idea.  Video [ 2:03 ]   Transcript  

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