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Use your affinities to prospect aggressively, and then build trust by investing cautiously. Competitors who do the opposite won’t last long.
Talking to wealthy prospects isn't simply a matter of presenting a one-way pitch. To spark interest and reveal common ground, you'll need to set strategic conversational hooks—the more, the better.
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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