Updated Friday, October 24, 2014 as of 1:03 PM ET

Making a Presentation? Use These Dos & Don'ts

Presentations have become increasingly important marketing tools for top advisors but they still strike fear into the hearts of many. At my firm, CEG Worldwide, we have been using both in-person and Web-based presentations successfully for years to reach out to our ideal prospective clients, and we now coach elite advisors on how to use them as well.

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