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Lessons from 2008: How many times in your life have you been placed somewhere important? As a financial advisor, you don't have to equate what you do with fighting fires, preventing genocide, or stemming an epidemic to know that at times of crisis, you must answer the call. The world shakes in fear. And you are the point of the spear.
Lessons of 2008: If your clients are losing money and you’re losing confidence, you need to raise your activity levels starting today. Follow this campaign outline to raise new assets. You’ll battle creeping paralysis, boost confidence, and position yourself in your clients’ eyes as a seasoned investment pro.
Horsesmouth Essential: To all advisors out there who have ever felt misunderstood, ignored, disrespected, second-guessed, or treated like a number in a distribution system, let me say this: I know you.
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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