Personal & Financial Strategies
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4 Proven Strategies to Get and Keep Customers


Working in sales can be complicated, but experts Dave Stein and Steve Anderson have some advice. Here are four strategies to master the art of getting and keeping customers.

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Managing Retirement Investments

Retirement can mean the beginning of a new life. David Cyrs, founder and president of CYRS Wealth Advisors, offers insights on how to manage your retirement investments.

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Four Considerations for Estate Planning

The world doesn’t stop when someone dies, and it can be a struggle for surviving family members to compose a new financial puzzle. Mark Gerard, of Charles Schwab, in Rockford, shares his thoughts on how to be prepared.

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Proven Professionals: Guiding Your Way to Success

The key to your financial success is coalescing all of your Proven Professionals around your personal mission. This is your strategy to command, and these professionals are your team to engage.

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2017 Guide to Professional Services Providers

When it comes to selecting a financial professional, bank, attorney or insurance company, relationships matter. We’ve found some of the region’s top providers, who pride themselves on building trust.

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Personal & Financial Strategies NEWS & EVENTS
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Smart Living Weekly – December 6, 2017

  Plenty of Holiday Entertainment! Right in Our Region: There’s no place like home for the holidays and no need to travel out of town to find top-notch entertainment. Rockford…
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Smart Living Weekly – November 29, 2017

  Enjoy Lots of Fun History Events this Winter Right in Our Region: The gift of learning is offered year-round at Midway Village Museum, 6799 Guilford Road, and the winter…
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Smart Living Weekly – November 22, 2017

  Klehm Celebrates the Sweetest of Seasons Right in Our Region: Sweet sounds and sweet treats are equally essential to a joyous holiday season. So, too, are winter wonderland walks…
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