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Not getting enough referrals? You may be unwittingly committing one of these common but often overlooked blunders.
Still trying those tired old approaches that make clients squirm? Here's a list of alternative referral tactics that you and your clients can feel good about.
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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