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The Death of a (Whole) Salesman
Feb 11, 2021
COVID-19 didn’t kill the wholesaler; the digital marketing-communications revolution did. 
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Three Ways to Instantly Improve Your Virtual Presentation Skills
Feb 11, 2021
Presenting digitally takes a different skill set than presenting in-person.
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Michael Kitces' #FASuccess Podcast: Dave Yeske's Policy-Based Approach to Financial Planning
Feb 10, 2021
Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.
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Former RIA Pleads Guilty in $100M Fraud Scheme
Feb 10, 2021
A federal judge also granted an SEC injunction against David Hu, former CIO of International Investment Group, whose schemes lost $100 million in investors' funds, according to the DOJ.
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Ten Ways to Incorporate Video into Your Practice
Feb 10, 2021
Financial advisors can use video for much more than just client education.
Samanthan Russell discussing the new SEC Ad Rule
Five of Biggest Marketing Opportunities From the Updated SEC Ad Rule
Feb 10, 2021
Start thinking now about how to incorporate reviews and testimonials into your marketing materials.
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