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Have you actively extinguished your customers' interest in checking out the competition? Here's how skillfully customizing your clients' portfolios helps keep rival FAs at bay.
Imagine that you're meeting with a once-in-a-lifetime prospect. Do you know how to present your views in the manner that makes the most sense to him?
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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