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What’s Working Now: This advisor and his team had loyal clients, but weak marketing. Learning to tell stories about their successful client relationships is the cornerstone of their new strategy.
Horsesmouth Essential: What’s Working Now: This advisor says that rounding out a marketing plan with a prospect packet, followed by a new client packet, fosters new clients’ confidence and trust in you, facilitating a stronger working relationship from the start.
What's Working Now: This advisor created a detailed client meeting outline to make his meetings with clients more productive. The structured meetings help build trust, earn introductions, and pave the way for well-attended client events.
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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