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  2. Cold Calling Scripts and Tips for Financial Advisors

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  3. Cold calling - Wikipedia

    en.wikipedia.org/wiki/Cold_calling

    Cold calling in 1905. Cold calling is the solicitation of business from potential customers who have had no prior contact with the salesperson conducting the call. [1] [2] It is an attempt to convince potential customers to purchase the salesperson's product or service.

  4. Telemarketing - Wikipedia

    en.wikipedia.org/wiki/Telemarketing

    Telemarketing. Telemarketing (sometimes known as inside sales, [1] or telesales in the UK and Ireland) is a method of direct marketing in which a salesperson solicits prospective customers to buy products, subscriptions or services, either over the phone or through a subsequent face to face or web conferencing appointment scheduled during the call.

  5. I’m a Financial Planner: This Psychological Hack Is ‘Key’ To ...

    www.aol.com/m-financial-planner-psychological...

    Make a Spending and Savings Plan Once you have an exciting vision of your mid- or long-term goals, it’s time to plan the route to get there. Basically, you’re going to make a budget.

  6. Bankers Life - Wikipedia

    en.wikipedia.org/wiki/Bankers_Life

    The Bankers Life and Casualty Company was established in 1932 as a mutual life insurance company in Chicago, Illinois. [6] In contrast to most other life insurance companies, whose costs included salaries for accountants, sales agents, officers, and actuaries, Bankers Life minimized its overhead as a means of undercutting the monthly insurance premiums of its competitors.

  7. Kansas City Life Insurance Company - Wikipedia

    en.wikipedia.org/wiki/Kansas_City_Life_Insurance...

    Beginning as Bankers Life Association in 1895, [1] the company was founded by Major William Warner, President; J.H. North, Vice President; and S.E. Rumble, Secretary. [2] Its headquarters were originally located in the Scheidley Building at Ninth and Main Street [3] and later moved to the Navajo Building as the company expanded to Colorado and Minnesota. [4]

  8. ABC to pay $15 million to Trump library to settle lawsuit ...

    www.aol.com/news/abc-pay-15-million-trump...

    The lawsuit, filed on March 19 in U.S. District Court in Southern Florida, accused Stephanopoulos of making the statements with malice and a disregard for the truth. It said the statements were ...

  9. Claude Steiner - Wikipedia

    en.wikipedia.org/wiki/Claude_Steiner

    Claude Michel Steiner (6 January 1935 – 9 January 2017) was a French-born American psychotherapist and writer who wrote extensively about transactional analysis (TA). His writings focused especially on life scripts, alcoholism, emotional literacy, and interpersonal power plays.