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ExamFX

@ExamFX
Joined October 2014
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8 essential tax return nuggets for financial advisers. bit.ly/2Gg5kgR
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Doctors The Clients Who Depend On Advisors The Most, Survey Says bit.ly/2GHYZYo
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ExamFX retweeted
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NAIFA@NAIFA16 Mar 2018
Federal Appeals Court Strikes Down Harmful Fiduciary Regulation naifa.org/news-publications/… via @NAIFA
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Today’s decision is a win for #retirement savers bit.ly/2FDHScY
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FINRA
@FINRA8 Mar 2018
Good news: women are closing the financial literacy gender gap. Here are steps you can take to improve your own financial literacy. #InternationalWomensDay #finlit bit.ly/2AkEo8n
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5 strategic changes for closing more sales dlvr.it/QHNkl3
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Sweetheart Scams & Retirees: What Advisors Need to Know—Michael Bruemmer of @Experian talks to ThinkAdvisor about these shockingly common scams, which most frequently target retirees trib.al/pSxLaSF
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LIMRA@LIMRA13 Feb 2018
We are in #LOVE with #LifeInsurance ❤️ The Insure Your Love campaign is all about reminding us of how important it is to protect our loved ones. Here are a few facts to set the mood this #ValentinesDay: ow.ly/Wk3p30iniic
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LIMRA@LIMRA7 Feb 2018
The market for #LifeInsurance is huge! LIMRA’s 2017 Individual Life Insurance Consumer Survey estimates 9 million Americans purchased individual life coverage over a 24-month period. Learn more in @InsNewsNet: ow.ly/fE7050gp9pB
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FINRA
@FINRA4 Feb 2018
Inspired to get a new pet by the #PuppyBowl? Here are some pet name ideas for finance nerds bit.ly/2s3w3X3 #TeamRuff #TeamFluff
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9 new tools even low-tech advisers should know about. bit.ly/2DQsV6E
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FINRA
@FINRA25 Jan 2018
Young investors may not have as much to save, but they do have one very important asset on their side: time. bit.ly/2DKEafQ
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Here's something that can help advisers estimate health care costs, courtesy of @MBFretirepro. bit.ly/2F5YipF
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Forbes
@Forbes18 Jan 2018
4 strategies to turn lost time into found time: on.forbes.com/6018Dzm4y
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Advisors Do Find Clients On Social Media via @FAmagazine ow.ly/W29P30hKF0V
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Forbes
@Forbes9 Jan 2018
forbes.com/sites/pauladavisl…
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FINRA (@FINRA) profile picture
FINRA
@FINRA4 Jan 2018
Our new SIE exam will create new opportunities to enter—or re-enter—the #securities industry. Learn more: bit.ly/2z4Da44 #finance
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Here are 5 financial resolutions your clients will actually keep. bit.ly/2EOo96j
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Being a Financial Advisor: It's Your Choice—With the four components of Jack Bogle's definition in mind, let's consider what it takes to be a true advice professional today trib.al/0IVSH2Q
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5 Ways to Make 2018 Your Best Year Yet—Here are five ideas about how to make that happen trib.al/dRXXSVY
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