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Securing steady income in smaller markets through cross-selling image

Saad Anthony Baksh, BSc

Nov 26, 2024

Securing steady income in smaller markets through cross-selling

By cross-selling to clients, you become a trusted financial advisor to clients, and you can earn additional reliable income. Learn more in this video from MDRT member Saad Baksh.

Is there a right time to specialize?

Saad Anthony Baksh, BSc; Herman Colin, LUTCF, CLI; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Sep 1, 20246 min

Is there a right time to specialize?

Members discuss the realities of target marketing.
Ensuring a father’s legacy

Saad Anthony Baksh, BSc

Sep 1, 20243 min

Ensuring a father’s legacy

A massive heart attack shows advisor the impact of his insurance recommendation.
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