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Public relations

Get the Most Out of Networking Events

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Even though I speak to groups of financial professionals ranging from 20 people to 5,000 strong, I’m a pretty shy person when it comes to networking events. Over the years, I have learned to get pretty good at these types of business-building events. In this article, I’d like to tell you what I’ve learned, so you can turn networking events …

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Go Online and Get More Clients

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What are you waiting for?Go online! That’s the simplest piece of advice I can offer to any business person who wants to be successful. If you have established your business and it is trudging along nicely, the next step you can take to give it a boost is creating a website that produces the desired results. However, it is easier …

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How to Attend an Industry Event like NAIFA

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I recently returned from the 2013 NAIFA Conference in San Antonio, Texas. Hosting a booth enabled our team to meet some of NAIFA’s leading insurance and financial advisors—and expand our growing network of industry professionals.  Attending tradeshows like NAIFA is often exhausting. Between hosting our exhibit booth for hours each day, attending educational programs, and networking at the evening receptions, …

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Websites Are the New Business Card

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Even after the social media boom of Facebook, Twitter, YouTube, and others, many of today’s producers still aren’t using any kind of social media strategies to gain leads. In the modern world, everything is done online. As I’ve said before, websites are the new business cards. At the very least, every producer should have their own website, even if they …

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Why You Should Use Greater Care Handling Underwriting Information

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One of the tenets of insurance law is that parties to an insurance policy are expected to deal with each other in utmost good faith. Applicants for insurance, or their brokers, must disclose all relevant underwriting information fully and accurately to prospective insurers. If the application contains any misrepresentation or omits information that could affect the underwriting decision of the …

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Public Relations: It Looked So Easy

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Gradient has helped our advisors get over 300 media appearances in the past 2 years. Our internal team has been featured on Fox Business News, Forbes, radio shows, industry trade publications, and focused hours and thousands of dollars towards our Gradient PR campaign.

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