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Socially Responsible Business Behavior: When Doing the Right Thing Is the Wrong Approach

There’s a lot of social upheaval right now and a lot of room for businesses to step up and demonstrate corporate social responsibility in a way they haven’t been challenged to before. And that can create a difficult situation for businesses to navigate successfully.

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Leading (and Inspiring) Your Team Through Uncertain Times

Attitude reflects leadership. As you practice patience with your team, they will be inspired to extend grace to each other, and your whole business will benefit as a result. It will flow out to your interactions with customers and will be reflected in your performance as a company.

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COVID-19 is a Good Teacher, if You’re Willing to Learn

Five months ago, if you would have told me that we’d be looking at a fall with no college football, virtual education, and an entirely remote workforce, I’d have thought you were crazy. But that’s our new, strange reality.

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“How Much Do I Need?” Discussing Retirement Savings With Millennials, Gen Xers and Baby Boomers

These two factors will help you prospect, sell and nurture relationships effectively over the span of your career. They’re also the key to discussing retirement savings with millennials, Gen Xers and baby boomers.

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Why Becoming a Fiduciary Is a Smart Move for Life Insurance Agents

If you only sell life insurance, it could be worthwhile to consider obtaining a securities license and becoming a fiduciary.

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5 Trends to Watch in the Insurance Industry

Here are five of the biggest trends I’ve seen lately in the insurance industry and how they’re impacting insurance companies, financial professionals and consumers.

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Consider These Conversations To Set Up Your Clients for Future Success

Financial professionals should be prepared to have conversations that may have seemed off the table a few months ago. Here are a few topics you should consider bringing up today to help set your clients up for a successful future.

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5 Ways Financial Professionals Are Using the Shutdown to Their Advantage

Across the country, work and life as we knew it ground to a halt and we entered a radically different landscape. In the insurance and financial services industries, financial professionals have been faced with the need to adapt their approach to work to stay afloat.

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How Can You Forecast in a Crisis?

At the beginning of the year (or your fiscal year) you set a budget, based on a certain run rate of sales to expenses. Whatever you run, you will guesstimate your sales and the expenses required to make those sales.

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