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Growing the Next Generation of Professionals

Our profession is facing one of the greatest challenges it has ever seen. With the decrease of insurance professionals and qualified wealth managers, our pool of industry professionals is shrinking. In this decade, we’ve witnessed the number of U.S. financial advisors...

The GOP tax-reform proposal framework & CreativeOne

Nothing’s certain except death and taxes (maybe). At the end of September, the Republican Party’s leadership unveiled its framework for tax reform, a plan that lays out a roadmap without offering a specific plan (that’s for Congress to fill in with concrete language)....

What Is “Content Marketing?”

So, what is content marketing exactly? Content marketing is, defined by the Content Marketing Institute: Con•tent Mar•ke•ting noun a strategic marketing approach on creating and distributing valuable, relevant and consistent content to attract and retain a clearly...