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    Are You Professional Or Authentic?

    Professional or Authentic? Which is the best marketing path? The answer is that a highly professional approach usually feels like it has been created so perfectly for a reason. The messages in your marketing materials may not overtly sell your services. However, a highly ...

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    Topics: Dealing with clients for financial advisors, Marketing

    Five Phrases to Avoid

    Say that a client calls up to tell you that they want to buy a penny stock which their cousin really likes. They want you to check it out and tell them what you think. Assuming that there is no chance that you would recommend it, there are many ways to respond to your clients, ...

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    Topics: Dealing with clients for financial advisors, General