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3 Crucial Elements of Successful New Client Relationships
Building successful relationships with new clients is a cornerstone of business growth and sustainability. This article explores three crucial elements that contribute to the success of initiating and nurturing […]
The Impending Sunset of the Federal Estate Tax Exemption in 2025
2025 is coming faster than we may think, bringing a crucial deadline for high net worth individuals and their financial advisors—the sunset of the Federal Estate Tax Exemption. This […]
8 Ways Seminar Marketing Plays a Crucial Role in the Success of Financial Advisors, According to AI
We didn’t say it, AI did! But we can’t say we disagree! Seminar marketing can play a crucial role in the success of financial advisors for several reasons: Establishing Authority […]
10 Psychological Factors that Contribute to the Success of a Financial Advisor
The psychology of financial advisor success is a multifaceted and dynamic topic that involves both the psychological traits and skills of the advisor, as well as the interactions between the […]
6 Reasons Why Premium Finance is Still a Good Investment
Premium financing can be a compelling investment strategy for certain individuals under specific circumstances. While it may not be suitable for everyone, there are scenarios where premium financing can offer […]
How to Turn Life Insurance Into a Powerful Asset Class
Many Americans are worried about achieving and maintaining their ideal lifestyle in retirement as taxes and healthcare costs continue to rise. Moreover, the threat of market volatility and the likelihood […]
The Wealthiest Audience of Your Career
$100MM in assets.It was the WEALTHIEST audience of his career. He had never seen anything like it. Martin E., a financial advisor in California, knew there were wealthy families in […]
How to Make Digital Marketing the Easiest Part of Your Business
Watch how easy it is to but your digital marketing on auto-pilot with ready-to-launch email and social media campaigns. PLUS get exclusive content and pricing through your partnership with UFC! […]
5X Your Investment in 4 Months
At Universal Financial Consultants, we believe if you want to start closing bigger deals you have to start telling the right story to more of the right people. To accomplish […]
How to Use Business Valuations as a Powerful Marketing Tool
Knowing the true value of a business is critical to proper business planning and achieving both personal and financial goals. However, many business owners avoid or put-off getting a business […]
[VIDEO] Important Elements of Annuity Design
It’s ALL in the details and UFC doesn’t miss a single one!
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