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    Make 2013 Your Most Successful Year

    Year-end client reviews are around the corner, and so is your annual business review.  As you evaluate your 2012 goals and objectives and start planning next year's, consider going back to basics: how do you position yourself to clients and prospective clients? “Verbalizing ...

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    Topics: General, success for financial advisors

    Five Tips for Gearing Up for Success

    Studies have shown that successful people have high scores when tested for optimism and that it is their optimistic attitude that paves the way for their success. Optimists have resilience and do not let rejection alter their course. They believe that they have the skills ...

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    Topics: how to create success, Organization, success for financial advisors