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2 posts in September 2018

How to Sell Financial Advice – Lessons from a Used Car Lot

September 27, 2018

Scott Rowe, Marketing Specialist There are a lot of places an advisor can go to for insight on how to better run their business. A used car lot probably isn’t one that comes to mind, but that just might be the best place to learn how to sell products and services that look and feel…

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Stock Market Seasonals: Time to Sell or Buy?

September 18, 2018

Rusty Vanneman, CFA/CMT/CIO, CLS Investments Many investors believe the next few months are the scariest time of year to be an investor, and some think it’s a time to get out of the market completely. While the first few months of autumn have historically been challenging; for long-term investors, it’s a great time to buy….

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

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