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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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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025