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  • I finally found them!! Priority cards I used when I started as a financial planner at the age of 23. Priority Cards Why did I spend 3 weeks digging through everything in my office to find these cards? We watch advisory firm owners struggle to train ...

  • Accomplishing your business goals just got a lot easier. Why are some financial advisors able to achieve so much in one year while others work hard but never see the growth they want? Successful advisors will tell you that its the deliberate ...

    3 people like this.
  • The Advantages of the FPA Association Group Long-Term Disability Insurance Plan by John Ryan, CFP (r) There are basically two types of disability income insurance, those plans that are issued on an individual basis and those issued on a ...

    1 person likes this.
  • I am a newly credentialed CFP® After the arduous process of completing all the required study, experience and ethics requirements. I FINALLY did it. I earned the right to use the marks. And now an brave new world awaits me. Energized by the successful ...

    3 people like this.
  • Think you don’t need disability coverage? Think again. We all want to leave this world with our financial affairs in good order. So we draft a will and an estate plan and purchase life insurance. But few of us consider disability insurance – the coverage ...