January 19, 2011
Wholesalers, what if you had a window into the minds of your financial advisors and better understood how to make meaningful inroads with them? Bill Smith, the author of The Happy Advisor and a successful 30 year advisor offers just that in this interview.
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January 18, 2011
When I speak to live audiences I ask them, as a part of discussing The Five New Realities, what they learned from the Great Recession. With the market having recovered all of the lost ground of the market meltdown, 88% of investment managers forecasting positive equity returns in 2011, and distribution teams [...]
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