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This advisor decided to build her business by joining together her passion for yachting and her commitment to helping people make smart financial decisions. We asked our niche expert to weigh in on the approach.
Successful people often have their guard up. But that doesn't mean they don't appreciate help. The key is to offer them something they need rather than ask them for something you need.
When it comes to prospecting, it can be awkward to approach friends and family. Use these one-liners to gently broach the subject of doing business without jeopardizing your personal relationships.
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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