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Month: January 2013

Winners and Losers in the Fiscal Cliff Deal

By David Greene | January 16, 2013

“Some gotta win, some gotta lose” is more than a line in an Elvis Presley song – it’s the government’s rendition of the Fiscal Cliff Deal. What exactly is the fiscal cliff? Is the fiscal cliff sheer media hype or a real crisis? The fiscal cliff refers to a perfect storm of tax increases and…

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Don’t Waste Your Training Budget – How To Ensure Financial Advisor Training and Development Success

By David Greene | January 14, 2013

Pulling the trigger on sales training can be nerve-wracking, especially with the culture of austerity we all face today.  Your butt is on the line for the investment and, for most, training has historically produced only marginal results (assuming you can even measure the results!).  Nevertheless, you need a solution to meet next year’s goals…

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