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From writing the job description to weeding out resumes and conducting the interview, here’s how to find the right candidate—the one that you and your team will confidently depend on for years to come.
As her firm grew and acquired more than $100 million AUM, this advisor hired a chief operating officer to help overcome new challenges, develop more efficient workflows, and grow the firm to the next level.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026