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Do you find the idea of prospecting unpleasant? Do you routinely put off making your sales calls? Don't worry: you're not alone—and call reluctance is easier to beat than you may think.
Horsesmouth Essential: A surprising number of advisors experience discomfort about what they do for a living—and those feelings can dramatically undermine performance and productivity. If you’ve found your success rate flagging, try these simple techniques for detecting latent negativity and eliminating it, once and for all.
Horsesmouth Essential: Do you dread looking at your daily to-do list? Are you having trouble achieving your goals, despite your best efforts? Find out whether your environment is hindering your ability to follow through—and get on the road to fixing it.
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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