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7 Financial Services Self Help Books

Jim Robinson, an industry pro has 7 ebooks that are informative and built to help you make informed decisions. "Architects of Wealth", “The Color Of Insurance Premiums...Not Always Green”, "You Can’t Buy Flood Insurance In The Eye of a Hurricane" and "Where Is My Identity? "Someone...

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TAGS: Career, Recruiter, Financial Services Career, Job Help, Adviser, Agent, Planner

Best Websites To Find A Insurance Recruiter

Recruiters provide dedicated recruitment services to their clients and prospective employees. They help insurance companies with their staffing needs of all types. Job Seekers often fail to recognize the enormous benefits and advantages of having a professional or expert negotiating the interview ma...

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TAGS: Military Job Changers, College Graduates, Financial Services Occupation, Career Changers, Financial Occupation, Insurance Career, Financial Services Career

The Best Insurance Jobs Search Engines

There are approximately 4,500 job boards operating globally. Many offer a news and advice section of some sorts. Most have a resume writing tips and sample resumes sections or links to such resources. Also many have a weekly eNewsletter. Many jobs search engines and jobs boards encourage users to po...

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TAGS: Financial Services Career, Career Changers, Military Job Changers, College Graduates, Financial Services Occupation, Financial Occupation, Insurance Career

Seminars and Workshops Grow Your Practice

Seminars and Workshops Can Help Grow Your Practice Public Seminars can help you do several things very well: You can quickly communicate to a group of people what is it that you do. You can inform them of the ideal client i.e.. who you prefer to work with. You can tell ...

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TAGS: UVP, Practice Building, Financial Career, Referrals, Unique Value Proposition, Financial Services Office, Seminar

Millennials Challenges Planners

The youngest generation in today’s workforce was raised by the latchkey generation and by Baby Boomers who delayed parenthood. The family was much more “child centric.” Parents scheduled their kids in activities, protected them from dangers (both real and exaggerated), and prais...

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TAGS: Wealth Transfer, Estate Planning, Generations, Gen X, Gen Y, Baby Boomers, Millennial

Professional Designations

PROFESSIONAL Industry DESIGNATIONS Professional Development: A summary of professional designations appears below. Go online and go to websites of interest and take a look around. You really need to do this. I strongly encourage you to take the time to go online and go to the websites of the design...

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TAGS: Professional Designation, Professional Certification, Accreditation, Credentials, Insurance Credentials, Financial Planning Credentials, Financial Planner Designation

eMail Becoming Petri Dish for Hackers

Email is evolving into badlands for rogues and outlaws. Computer Hacking seems to be in the news again lately. Maybe You Should Watch The Waiter Many people are hesitant to make purchases online because they're afraid of the possibility that their information could be "sniffed" or stolen by a hack...

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TAGS: Social Media, Cyberterrorism, Prospecting, Cyber Terrorism, Social Networking, Cyberattack, Recruiting, Computer Hacker, Cyber Crimes, email hacker, Social Networks, PHI, ePHI, Protected Health Information, HIPAA

Email Evolving Into Badlands for Rogues and Outlaws

Computer Hacking: The boys are back in town! It seems that hacking is back in the news again. Many people are hesitant to make purchases online because they're afraid of the possibility that their information could be "sniffed" or stolen by a hacker. Companies are nervous about both interne...

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Sponsorship Programs Examples

As we mentioned earlier...Sponsorship for securities licensing is usually obtained through an employer who is part of a self-regulatory organization (SRO) or is a member of the Financial Industry Regulatory Authority (FINRA). Most Broker-Dealers, Wirehouses and Major Insurance companies are FINRA me...

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TAGS: College Graduates, Sponsorship, Military Job Changers, Career Changers, Series 7 Sponsorship, Series 6 Sponsorship

Careers in Financial Services for Career Changers

People change careers for various reasons e.g. layoffs, salary not desirable or limited to no upward potential. Career Changers i.e. young and mid-career are being attracted to rewarding careers in Financial Services. Investment Occupations include Treasury, Trading, Internal Auditors, Forensic ...

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TAGS: Financial Occupation, Career Changers, Military Job Changers, College Graduates, Financial Services Occupation

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Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.
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