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Horsesmouth Essential: Getting face time with prospects is vital to winning them over, but it is not always easy to get people to agree to come in. Focus on doing these four things to land that all-important in-person meeting.
Consistency, quality, and a healthy dose of self-preservation underpin the nine business practices this veteran advisor used to build a thriving, ideal practice in less than two years.
Horsesmouth Essential: How do you get HNW prospects off the fence and considering your services? Get them thinking.
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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