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RECOGNIZING THE OPPORTUNITY

RECOGNIZING THE OPPORTUNITY
Wealth Management, Estate Planning & Life Insurance

Help your clients avoid unnecessary exposures and prepare for a more secure future.
Recognizing the Opportunity is your resource to delivering on the promise of wealth management and finding new business in an economic downturn.

To purchase your copy ($24.95 + $5.00 S/H) today call Steve Kimball at 732.450.8866, ext. 12

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Online Extras

Social Media Talk Of TD Ameritrade Conference

Last week’s TD Ameritrade National Conference in Orlando, Fla., had its largest turnout ever and the advisors in attendance were not let down. One thing that stood out from the same conference a year ago was the vast amount of resources dedicated to social media.

When Not To Fire A Money Manager: A Consultant's Perspective

Every quarter investors are tempted to replace underperforming managers with those who have recently outperformed. The problem is those decisions often aren't made based on research and forward-looking expectations.

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