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Horsesmouth Essential: Follow three key steps to evaluate how your clients experience your service. If you pursue them thoroughly, you’re going to notice happier clients, easier sales, and a lot more referrals.
Horsesmouth Essential: Here’s how one advisor has integrated Facebook into her business, the add-ons she uses to save time and meet compliance needs, and her weekly Facebook routine.
Horsesmouth Essential: Even if it’s your first client appreciation event ever, you don’t have to reinvent the wheel. With this list of must-do steps, practical tips, and smart reminders, it’s like having an old pro right at your side.
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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