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    Featured in Advisor Today | More from the Current Issue of AT | Podcast Series | AT Asks!
Featured in Advisor Today

Here are some strategies that have worked for the financial firm, Edward Jones.



More from the Current Issue of AT

Most study respondents said the financial crisis had no impact on their lives, though many are avoiding the market and have changed their spending and savings habits.

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Setting a theme to focus on throughout the year will allow you to have a better chance of making a significant change.

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NAIFA is seeking nominations for its 2018 Diversity Champion Award, which recognizes members’ exceptional efforts to promote full and equal participation of diverse people within the insurance and financial-advising profession.

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Podcast Series

In this exclusive interview, NAIFA President Keith Gillies, CFP, CLU, ChFC, describes some of the association's greatest accomplishments during the past year and plans for taking the association to even higher levels of success. 

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AT Asks!

• Work with a Center of Influence

• Partner with another advisor

• Do more community outreach work

• Revisit current clients

• Enhance time-management skills

Vote Here