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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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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025