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What would it take to make your business feel new again, filling you with energy and enthusiasm? And what would it be like for clients to work with you then? Certain habits and mindsets can keep your practice feeling fresh and exciting.
Horsesmouth Essential: If you can’t seem to grow your business no matter what you do—or worse, if you have grown used to mediocre results—you’ve hit a plateau. Get unstuck from more of the same to keep climbing the mountain.
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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