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Horsesmouth Essential: Are you efficient and effective, or do you have days that seem to fly by with little accomplished? If you find yourself at the end of the day with lots of work left undone, take a look at this list of the top 10 culprits and how you can take control of them.
When you work on activities that deliver the highest margin for your effort, you create your own practice management "efficient frontier." That means you're creating sustainable value in your business and achieving your full potential. Here's how to do it.
Horsesmouth Essential: We’re all allotted the same 24 hours a day. So why do some people always seem to have time to spare, while others seem to work all the time but never get the important stuff done? It’s all about priorities.
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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