Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
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What’s Working Now: This advisor and his team turned a slow January into a huge business-building effort that now drives their practice and growth year round. This practical approach is so simple and effective, any advisor can do it.
Prospects don't want to know what you do—they want to know how what you do can help them. Uncover the problems you can solve by asking the right questions and listening a lot.
Horsesmouth Essential: Summer is almost over and it’s a great time to rev up your motivational momentum—and your practice. To prime your business-building pump, check how you are doing on these seven essentials of success.
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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