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Do you sell to clients and prospects, or do you inspire them to set attainable goals that will enhance their quality of life? Learn to become an inspiration and watch your business soar.
A client's emotions affect his money decisions more than you think.
Horsesmouth Essential: Want to start building your credibility with prospects from the first time you meet them? Here are some ways you can make sure you're earning and maintaining your credibility for times when you need it most.
Lessons from 2008: Succumbing to fear is an occupational hazard every advisor faces. You mustn’t slip here. Your clients expect you to see fear in the markets and discount appropriately.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025