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Leveraging COIs Through Podcasting

The title of this article may sound like a recipe for exploitation but that couldn’t be farther from the truth.  People enjoy helping others. Your centers of influence take pleasure in helping you and they also get satisfaction helping others in their network....

4 Ways Not To Suck At Marketing

Here’s a quick compilation of financial advisor concerns we’ve seen time and time again.   We’ll start with some obvious answers to the questions and later, provide some solutions. A typical conversation goes something like this: 1) I can’t believe how much money I’ve...

10 Financial Podcast Sites To Learn From

Typically, you will see blog post or article titles that read something like “Top 10 Financial Podcasts” or the like. This is a bit of a different approach in that, we thought you could learn from not only the great stuff others are doing but also from the not so...