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Advisor Funnies: Plus, the fierce competition for picking up the tab in middle eastern cultures, and an experiment on the law of falling bodies for all the science junkies out there!
If you take care of your pipeline, it will take care of you. Here is a system that will get you up and running with a full, healthy pipeline very quickly.
Prospects don't want to know what you do—they want to know how what you do can help them. Uncover the problems you can solve by asking the right questions and listening a lot.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024