Author: awbfinancial4

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5 Steps to Building a Growth-Focused Marketing Budget

Every financial advisor has talked with clients about budgeting. It’s not about restrictions, you tell them. It’s about priorities. Your budget is a tool to declare what’s important to you and allocate your resources...

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Stanley Mutual goes live with the Cognition+ Platform

London, ON (Nov. 24, 2023) – Stanley Mutual Insurance Company is pleased to announce they have successfully implemented the Cognition+ enterprise platform for their mutual insurance operations. Cognition+ provides Stanley with a full suite...

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The Time to Buy a Fixed Indexed Annuity Is Now

What You Need to Know Rates are up. The regulations are strong. If rates fall, that could also be good. It is my obligation as a financial professional to offer clients the financial product...

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5 Trends That Are Powering Advisor Growth

Start Slideshow Envestnet’s market intelligence team has identified key themes and trends that it says will power advisor growth and shape the financial advice industry in 2024 and beyond. The team analyzed market data,...