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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.
What’s Working Now: This advisor is connecting with CPAs by awarding CPE credit for his workshops on IRAs…
What’s Working Now: This advisor found hiring great staff and delegating back-end duties quickly added up to more revenue for his firm and more time with his family.
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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