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Our firms can't create social capital, so they often overlook its value. But social capital is an investment that will fill both our income statements and balance sheets—indefinitely.
You might be the best advisor for miles around—but unless you can seize and hold investors' attention, you'll never have the opportunity to demonstrate your expertise. Here's why you should be treating attention as a precious commodity.
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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