Knowledge of how data is presented to you may be your best defense when evaluating the track record of active fund managers.
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COACHING & PRESENTATIONS
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MARKETING SERVICES
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Advisor Perspectives Articles
Advice That Could Kill Your Clients
Almost 50% of Americans don’t have sufficient savings to maintain their quality of life in retirement.
Advisor Insights
Stop Talking
For your prospect, what they have to say takes precedence. Of course, if you’re asked a question, the prospect has signaled an interest in your opinion. Until then, put your agenda away. Don’t assume anything.