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Horsesmouth Essential: Is your team doing a good job? Or are they doing a great job—passionately taking steps to grow your business? It’s your leadership that makes the difference.
Horsesmouth Essential: How many of these basic principles do you bring to your leadership style? If you are looking for stronger results, start by becoming a stronger leader. Those around you, from team members to prospects, will respond.
Horsesmouth Essential: Hiring and managing a talented team can be a huge driver of growth in your business. Here is how one advisor used a combination of goals, education, client contact, and incentives—including a sample quarterly bonus plan—to grow her business 40% last year.
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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