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Figuring out what clients want and simply mirroring it back to them adds zero value. But being flexible enough to let them see a little of themselves in your methods will greatly enhance your stature.
Acquiring new knowledge is every bit as important as prospecting or investing. Don't be passive—determine what you need to know, and seek it out.
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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