No credit card, no obligation Financial Professionals only
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Summer’s slower pace offers this advisor and her team time to perform specific tasks on their client service calendar, including reviewing financial plans and portfolios, collecting client tax returns, and delivering a mid-year review and check-in with clients.
People want to get out and socialize now more than ever, even as the pain of lockdown lingers in recent memory. This summer, get into the spirit by entertaining clients and their friends. You’ll build better bonds—and maybe even add some business, too.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
September 8-9, 2025