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Focusing on small clusters of familiar prospects might seem like the most expedient way to build your contact network—but exposing yourself to larger, more distant groups can have an invaluable diversifying effect.
Though it sounds counterintuitive, your best friends are rarely your strongest links to new business—you already know what they know. But casual acquaintances have much to offer.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025