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Seminars: Where should you spend your time?

Million Dollar Round Table (MDRT)

By Bryce Sanders Zoom events are fine, but people still want to engage in person, including at seminars. As much as people want to step away from Zoom and go to in-person events, though, seminars not done well could yield disappointing results and be an inefficient use of your marketing and prospecting time as a financial advisor.

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Simple, But Hard

The Big Picture

In 2020, all you had to do was Hodl Meme stocks; In 2021, it was day trade your way to wealth; before that, just be a Crypto bro, or you can “ Have fun being poor !” The latest effort at EZ-Money requires no skilz, very little capital, and almost no time: Passive Income. Putting in time and effort is hard, but it gives you experience.

Media 297
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3 simple, low-cost ways to connect with potential clients

Million Dollar Round Table (MDRT)

I use detailed procedures to ensure this happens in my business, and you can easily adapt them for your own prospecting. 1) Cost effectiveness: inexpensive vs. other traditional Like many advisors, I have tried most of the traditional avenues of prospecting and have ultimately found them to be an expensive use of both time and money.

Clients 81
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5 Expensive Marketing Tactics That Aren’t Worth the Money (& What to Do Instead)

Indigo Marketing Agency

Are These 5 Marketing Services Draining Your Budget Dry? 6,000 per event for dinner seminars. 6,000 per event for dinner seminars. The truth is, it’s absolutely unnecessary to spend this much money on these tactics. Yes, some of these are essential for growing your business. How To Save Money On Your Website.

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17 Tax Benefits to Take Advantage of as a Small Business Owner

MazumaBusinessAccounting

There are many obvious perks that come with owning your own business, including setting your own schedule, being your own boss, and having control over your career. Here’s a quick guide that covers important tax deductions for your business. How much will that deduction actually save you on your taxes?

Taxes 98
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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Leveraging technology is a must for both client satisfaction and to make your work more efficient.

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17 Tax Benefits of Owning a Small Business

MazumaBusinessAccounting

There are many obvious perks that come with owning your own business, including setting your own schedule, being your own boss, and having control over your career. Here’s a quick guide that covers important tax deductions for your business. How much will that deduction actually save you on your taxes?

Taxes 52