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What’s Working Now: This advisor and his team had loyal clients, but weak marketing. Learning to tell stories about their successful client relationships is the cornerstone of their new strategy.
It’s inevitable that you will meet resistance on your team when initiating change. Understanding how people cope with change can help you move past conflict productively.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025