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Instant Insights

Instant Insights / Practice Management for Advisors

Advisors, here are tips and ideas for dealing with fees, getting into HSAs, using data sources for prospecting, and developing a win-win technique for sales.

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  • Best Practices

    How advisors can survive and thrive in a fee-conscious era

    Alan Goforth | May 24, 2018

    It may seem tough, but advisors are best served by viewing today's fee-conscious environment as an opportunity.

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    5 sales tips you might want to steal

    C.J. Marwitz | April 18, 2018

    Salesperson or subject matter expert: Which one are you?

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    Caroline Marwitz, Chris Nicholls, Eric Ryles | May 22, 2018

    See how many exceptional 401(k) plans are concentrated in certain states: Drag your mouse across this heat map based on JDA’s 401(k) data and see how your state matches up.

  • Best Practices

    Leading the HSA revolution: How to help employers see the value of HSAs

    Alan Goforth | May 17, 2018

    Health savings accounts are gaining in usage -- so why aren't they as popular as they could be?

  • Analysis

    Godfather of financial wellness analyzes workers’ anxieties

    Nick Thornton | May 23, 2018

    Fear of near term unexpected expenses is even worse than retirement fears.

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