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    New Frontiers for ETFs

    As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market. Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast.

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Practice Management from AdvisorMax

  • The Five Attributes of Highly Successful Advisors

    What does it take to be a successful advisor? According to a new survey, forging a deeper relationship with an advisor that goes just beyond numbers is of particular importance to clients. In fact, your clients are likely ranking your interpersonal skills on the same level as your financial talents.

  • Turn Prospects Into Clients

    The process for landing a prospective client actually starts before the first meeting. Try these successful step-by-step methods for turning lukewarm prospects into trusting clients.

  • Beyond PowerPoint: Visual Aids for Better Presentations

    A PowerPoint presentation in a dark room, especially after lunch, is nearly a signal to take an afternoon nap or check your Blackberry. Besides good public speaking skills, visual aids are the key to keeping your audience interested. Here, fellow financial advisors share their best attention-keeping accessories.