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Practice this approach next time you have a face-to-face opportunity to discuss investing with a potential prospect.
Successful business growth requires position and influence to persuade effectively. The O-A-R-S components—observe, assemble, reveal, and secure—can get you into the right position to exert influence.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025