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Clients look to you for possibilitiesthe possibility that you can successfully navigate the market and keep them out of harm's way. Cultivating clients' sense of mystery and possibilities that only you can offer helps build strong relationships and wards off the effects of commoditization.
If you disappeared tomorrow, how would your clients feel? How they answer ultimately depends on how much you love what you do. These five points help reveal that passion and deepen your emotional ties with clients.
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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