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An insurance brokerage firm is expanding in the Southwest.
Lockton Companies L.L.C., Kansas City, Mo., has hired Todd Newton to set up a benefits office in Phoenix.
Newton, who will be a senior vice president at Lockton, has a bachelor’s degree from the University of Missouri.
Pamela Heinrich says using the word would create a 'tripwire.'
The author has kind words for a much-hated tool.
Steven Seitz's promotion from acting director was effective this past week.
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Delighting the Customer: The Importance of Customer Perception
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Preparing Clients for Any Market Scenario -- An Advisor's Guide to Market Movement Strategies
You need a way to effectively manage client expectations, especially when the market makes erratic swings. Answers to three key questions will give you a great place to start.
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