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Are you accumulating an avalanche of data on your clients and prospects, but you're wary of learning a new software program? Here are one expert's suggestions for filtering through the latest contact management technology and selecting the system that's right for your practice.
With more and more investors carping about lackluster service, now's the time to take that extra step that really shows clients you care. Here are nine creative service tactics that build more than goodwill—they build business.
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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