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Rationality and metrics have begun to dominate business practices in our industry. Are financial advisors crossing the line between healthy use and dangerous dependency?
If you disappeared tomorrow, how would your clients feel? How they answer ultimately depends on how much you love what you do. These five points help reveal that passion and deepen your emotional ties with clients.
These days, even seasoned, successful investors have trouble understanding some advisors' presentations. How long will our customers tolerate this kind of opacity?
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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