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Two tips to help baby boomers with their shifting retirement priorities
From changes in retirement priorities fueled by COVID-19, to potential Social Security downfalls, it’s important to use the right messaging when discussing retirement planning with baby boomers.
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Building a profitable retirement practice amidst fee compression
Developing a sustainable, thriving advisory business in the retirement industry, where fee compression is rampant, can be a daunting challenge. View it as an opportunity to reevaluate and retool your practice to help you be profitable and prosper through all market conditions.
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Tips to win more finals presentations
Growing your retirement business as a financial professional can be difficult. You spend time prospecting for new clients and getting a foot in the door for it to all culminate in a one-hour presentation. You may increase your close rate by training yourself to hit a home run at every finals presentation.
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What's a value proposition statement?
To be successful in the retirement plan market, financial professionals must be able to express their unique value to prospective clients. Learn how to write a compelling value proposition statement.
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