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Many prospects have an advisor, but that doesn’t mean they are satisfied. In a banner year like 2017, the competition may have let service slip—address their clients’ qualms, and they are likely to jump ship.
How you handle the competition says much more about you than it does about them. Create a positive impression with prospects, plus enhance your professionalism and position yourself for new business with these specific strategies.
Setting yourself apart from other advisors is absolutely vital in an environment where more and more of the services you provide are becoming commoditized. Learn how successful advisors are differentiating themselves.
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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