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Monthly Archives: March 2014

What Financial Advisors Can Learn from Amazon About Expanding Their Business

Stock broker at work with his laptop


Over the course of just two decades, Amazon went from nothing more than an idea to a thriving company that has a market cap of over $150 billion. Part of the company’s success came from Jeff Bezos’ willingness to squeeze as much work out of employees as possible, as well as his willingness to put any competitors out of business. Continue reading

Proven Strategies for Financial Advisors to Market to Physicians

doctors investing


If you’re a financial advisor who’s looking for high-net-worth prospects, physicians are a great demographic. Even though there’s been a lot of turmoil within the medical community as a result of all the changes to insurance practices, the fact that more Americans than ever are expected to be insured is actually projected to benefit medical professionals. Continue reading