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Strengthen your relationships with clients by sponsoring events that fit their interests and time demands.
Do you have large numbers of clients on your books who you don't really know that well? Here are some guidelines for deepening your client relationships—and in certain cases, ending them.
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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