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Is Your Biggest Roadblock What You Don’t Know About Next Gen Clients?

Learn why most heirs switch financial advisors after inheriting wealth—and how generational alignment can help professionals retain next-gen clients during the $124 trillion wealth transfer.

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1 Oct 2025
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How Financial Professionals Can Make Themselves More Referrable

Discover how financial professionals can boost client referrals by becoming more referable. Learn strategies to understand client behavior, create memorable experiences, leverage financial psychology, and

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3 Sep 2025
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Annuities: One of the Biggest Retirement Blind Spots

April is Financial Literacy Month — and as financial professionals, we have a shared responsibility to help clients build the knowledge they need to make

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24 Apr 2025
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Kuvare Publishes 2025 Annuity Trends: Navigating the Future

Kuvare’s competitive intelligence expert, JP Soltesz, authored an informative report about forward-thinking annuity trends for financial professionals.

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11 Feb 2025
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How Legacy Planning Can Help Financial Professionals Tap Into New Lead Sources

Legacy planning offers a powerful opportunity. Financial professionals often focus on high-net-worth clients for estate planning, but...

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29 Oct 2024
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Why Understanding Human Behavior Can Make You a Better Financial Professional​

Ever wonder why clients do some of the things they do? That’s why understanding behavioral finance—which is the study of the...

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29 Oct 2024
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