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How to stand out and attract more business

Million Dollar Round Table (MDRT)

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. He’s an investment advisor representative and CFP with life and health insurance licenses. He wanted to keep growing but nothing seemed to be working.

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The Therapist’s on Call: Thoughtful Financial Planning for Couples

eMoney Advisor

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. I was fortunate to already know a marriage and family therapist here in Lufkin, Texas, where the Kovar Wealth Management home base is. He became an essential resource, and the rest is history.

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What’s it like being an Edward Jones financial advisor?

Sara Grillo

Nate would go door to door, at first, when he was prospecting for wealth management clients. I would suggest that Edward Jones reps aspiring to call in person and venture forth inside strangers’ homes pursue safety training, either independently or to request it from the company. #3 3 Best to use a humble approach.