If you live and work at the same address, keep your business and personal lives separate
Treat the business as an asset, and encourage succession planning
Create a plan, try something new and stay positive for a successful 2011
The best way to prevent a difficult team breakup is to have a formal partnership agreement in place; otherwise, a positive attitude and a commitment to fairness can make things easier for all involved
The good news is that you’re acquiring a book of business. The more difficult part is finding ways to ensure that the right resources go to the right clients, and that clients feel their neeeds are continuing to be well served
These organizations can help you learn about your community, help others and improve yourself
A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors make when using PowerPoint to deliver their messages
Persuading a client that independent life insurance is a better deal
How to make your message stand out in crowded inboxes
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