Blogs

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10 min read
COVID-19 - Mar 20, 2020

Top 7 Problems That We Solve

Using our business insight and financial services experience we have built this scalable, flexible technology. So how can YOU use it to  make more sales?     Marketing Leads ...
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36 min read
Agency Teams - Feb 21, 2020

Active Recruiting of Financial Advisors

I came across this podcast and think it is very relevant for Agency managers looking to recruit an awesome face-to-face team. It's an interview with Manish Dave from Ameriprise which is a large...
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5 min read
Agency Teams - Feb 14, 2020

Smart Connect - Managing Referrals

Trust. In our work and private lives, relationships are built on trust. It is hard to earn and easy to lose.   Now before you think that I've gone a bit soft, I will get to the...
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