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    5 Ideas for Increasing Sales in 2020

    • by secure_financial
    • Posted on 29 December, 2019

    Secure Financial Group can help you get your sales numbers up for 2020. From helping you with being more proactive in your prospecting to developing audience specific communication materials. As you focus on the next year, your future results and focusing on strategic narratives for this upcoming year’s business strategy, we would like to offer these marketing...

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    As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

    Last-minute tax tips for your clients

    • by secure_financial
    • Posted on 16 December, 2019

    Estimate the 2019 tax by adding up the taxable income streams, then subtracting the tax breaks to use. This will help determine whether to take the standard...

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    The one thing you’re overlooking in your client’s estate planning needs

    • by secure_financial
    • Posted on 11 December, 2019

    Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, al...

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    5 Tips to Fill Your Pipeline

    • by secure_financial
    • Posted on 06 December, 2019

    By Bryan E. Spencer, President Closing a deal is always the most heavily emphasized aspect of sales, but you'll never have the opportunity to close deals...

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    Seven ways to get referrals without it being awkward

    • by secure_financial
    • Posted on 04 October, 2019

    By Hollie Spencer Asking for referrals is essential to bringing in new clients. I get it, it's much easier to do business with people you know or if peop...

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    Feel free to call us at 248-435-0400 and request to speak a team member of Secure Financial Group