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Incorporate mystery and drama into your brand by digging deep within yourself and your clients to discover what distinguishes you from other advisors. Go beyond the numbers. Success in today's marketplace demands it.
Most advisors can't pinpoint their unique strengths, even when they exist in abundance. That's why so many sound alike. Learn to discover the essence of your greatness so clients and prospects clearly view you as above the rest of the pack.
Whether you intend to or not, you always create a position in the minds of your clients and prospects. How you look influences their attitudes and buying decisions. You must give thoughtful consideration to this. Here's how.
Marketing can have its ups and downs over the course of a career, but sometimes you play it perfectly and reap big rewards. We asked advisors to brag about the best marketing moves they’ve made.
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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