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How can I make client update meetings more valuable? business management client management client meetings performance Jul 31, 2023

Major market upheaval presents the perfect opportunity to review client portfolios. Portfolios have been “fire-tested” by today’s challenges, exposing weaknesses in traditional...

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How is a “life insurance practice” different from a “life insurance business”? business financial planning life insurance performance practice Aug 17, 2020

When I started in 1977, most everyone thought of this as a “career”. We talked about “business” and then “practice” became popular. It’s too bad too.

There...

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