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The bull market may be keeping clients happy, but that doesn’t mean they understand all that you do for them. Advisors who showcase their value now, when times are good, build a cache of goodwill that will help preserve relationships when the markets do get rocky.
Going on cruise control is a temptation that many advisors struggle with as they move into the second half of their careers. But getting too comfortable could damage your legacy, hurt your clients, and whittle away the value of the practice you worked so hard to build.
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The AI-Powered Financial Advisor
Begins August 8, 2024
Develop Your Medicare Strategy
With Elaine Floyd, CFP
July 15–17, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
September 18-19, 2024