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Posts from the ‘Advisors’ category

What a Brexit Could Mean for Target Date Funds



Voters in Britain are set to decide this coming June if the United Kingdom (UK) will remain in the European Union (EU). The background surrounding Britain’s decision to potentially leave the EU is a complex issue and one that is swathed in decades of history. It’s also fair to say that…

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Advisors: How can a value proposition help you land more clients?



One thing I really enjoy about my job? It’s talking to financial advisors about marketing. Recently, an advisor and I were discussing online marketing and he asked me to take a look at his website and LinkedIn profile. Well, his LinkedIn profile was pretty bare – a missed opportunity. His…

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