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It’s a lot easier to focus on clients than bring in new prospects. This year, make it routine to get out in your community every day through activities that build on your natural habits. New prospects will crop up organically.
There's a lot of random information flying around out there, diluting your prospects' attention. But they will listen up and focus on you if you specifically address their internal needs.
You’ve found a lead that would make an ideal client, and you know that you need to be proactive and initiate a conversation. But what do you say to earn their interest? Here’s a simple approach that works.
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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