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If you want to meet wealthy prospects, follow this step-by-step plan for picking the right groups and meeting the right people.
Joining a community organization that you genuinely care about is a great way to cultivate relationships with high-net-worth prospects and clients.
You've heard it all before: Joining cultural organizations is a great way to mingle with wealthy prospects. You joined. Nothing happened. Why isn't this working?
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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