Key Points Don’t let pushy salespeople drive you to make poor decisions. Never invest your money in a product you don’t ...
One of the more popular prospecting strategies for financial advisers over the last couple of decades has been the dinner seminar. While its popularity has waned recently, with new marking ...
Click on the paper title to download the paper. If you want to join the mailing list for the seminar, send an email to [email protected] containing as the subject of the message: subscribe BCMacro ...
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The financial onboarding and training courses help ensure that faculty, staff, and executive-level employees understand and execute their fiscal responsibilities. If you are new to the university or ...
Like. I. Care. This sucks. What sucks more is that I’ve been dragged to a six-hour financial seminar hosted by Dave Ramsey. If you don’t know who he is (I didn’t), Dave is a conservative ...
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IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important ...