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Podcast: Talk 31 - DOL Rule from a Sales vs. Advisory Cultural Perspective

Posted by fi360 on June 27, 2016 in

Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule.

Podcast: Talk 31 - DOL Rule from a Sales vs. Advisory Cultural Perspective

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Under new fiduciary rule, DOL has reason to pay attention to reverse churning

Posted by fi360 on June 24, 2016 in

Another reminder of the need to become well-versed on the fiduciary rule's conditions for rollover advice

Under new fiduciary rule, DOL has reason to pay attention to reverse churning

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Podcast: Talk 30 - An interview with Sheri Fitts, President at Shoe Fitts Marketing

Posted by on June 17, 2016 in

We spoke with Sheri about her conference session, Your Brand, Your Business, Your Bottomline.

Podcast: Talk 30 - An interview with Sheri Fitts, President at Shoe Fitts Marketing

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Podcast: Talk 29 - An interview with Scott Reed, CEO at Hardy Reed

Posted by on June 10, 2016 in

We spoke with Scott about his conference session, Devil or Angel: Is There Profit in Working with Non-Profits?

Podcast: Talk 29 - An interview with Scott Reed, CEO at Hardy Reed

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Podcast: Talk 28 - An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA, who were speakers at INSIGHTS 2016

Posted by on June 01, 2016 in

We spoke with Gary and Paul about their conference session, What You Need to Know About Cybersecurity.

Podcast: Talk 28 - An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA, who were speakers at INSIGHTS 2016

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