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Not sure how to position yourself to clients in the face of faltering returns? Resist the temptation to become an agent for a bull market. Here are three ways to set about adding value to your relationships, regardless of whether stocks are up or down.
You can't count on impressing clients with skyrocketing investment returns. So how do you plan to showcase your value?
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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