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What's Working Now: A faith in the future and grasp of the big picture let this advisor easily ride out market volatility. For him, success means always asking clients, "How can I help?" The activities that follow make meaningful days. And the money naturally follows.
What's Working Now: This advisor expanded his network from around 200 people to almost 2,500 by joining networking groups and nonprofits to increase his impact in the community.
What's Working Now: Local organizations are eager to book speakers. If you deliver solid information—and no sales pitch—it's a great way to boost your visibility.
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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