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man in business suit holding umbrella over woman in suit. Build trust.

How to Build Trust and Make Sales

Dan Sullivan of Strategic Coach recently posted on LinkedIn about how to build trust:  “My definition of selling is two-fold. The First part is that you intellectually engage the person

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man with money bags hovering over him. can socialism fix capitalism

Can Socialism Fix Capitalism?

Bill Ackman, chairman of Pershing Square Capital Management, proposed an idea to “save” capitalism. Framed as a cure-all for growing disillusionment with capitalism, he recommends that every child have a

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The Myth of the Policy Loan

It is the responsibility of the financial advisor to help clients live the life they want. In our face-to-face interactions, this means we’re listening to them. Yet behind the scenes,

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