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News & Events

Learn more about Affiliated Advisors' and Rita's insights on financial management and other issues here.

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Winning Over COIs

One of the best ways to grow your business is through referrals from other professionals such as attorneys, real estate agents, CPAs, trust professionals and other centers of influence (COI). But how do you identify and nurture COI partnerships to ensure that they are mutually beneficial? Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett will share proven strategies to developing prosperous centers of influence and professional partnerships in your community.

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Mistakes to AVOID when marketing to women

You already know....women will need financial products and services over their lifetime. What are you doing to make sure you are not missing out on this important market? Trisha Qualy, Managing Partner at Affiliated Advisors, shares three mistakes to AVOID when marketing to women.

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Life Settlements: Market Overview

Please join Lori Skibo, Director of National Sales along with Jamie L. Mendelsohn, Executive Vice President of Ashar Group to discuss Life Settlements. Life settlements represent an important option for a growing number of people who have either outlived their need for life insurance or the life insurance they own no longer serves its original purpose.

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OUTCOMES Podcast - Episode 28 - Interview with Rita Robbins

Join Ross as he chats with Rita about how the purpose of her lavender farm directly relates to how and why she became the first woman to create a super OSJ in 1994. Hear Rita’s perspective on what the biggest differences are in the industry today, but also what aspects are the same. What is Rita wrestling with right now about her firm’s future, and what changes has she made recently that have been very successful?

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The Power Of The Female Market - with Dr. Barbara J. Provost, EdD

When financial professionals learn how to serve the female market, they become the go-to referral. Gain and retain clients? Dr. Provost created the solution for financial professionals. More than you realize, it depends on how you relate to women. Not only are they half the market, they are loyal--and provide more referrals than any other client!

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Get Ahead of the Next Big Conversation

The big conversations related to the 2020 Pandemic are far from over and we have time to get ahead of the next big one before it happens. Some clients have already reacted to their new realities, others are just waiting it out. Both have big choices and conversations ahead of them.

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