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Most FAs who have successfully prospected in social settings know the feeling of being in the "zone." Storytelling is one of the quickest ways to get there.
Absolute return investing can be an excellent strategy, and it looks especially good in bear markets. But make sure you reset your clients' expectations—and your own—before taking the plunge.
Paint a compelling picture of the past, and you'll find that influential prospects are more than willing to listen.
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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