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In an ideal world, clients would hand over all of their investable assets to you—and only to you. But should you insist on that level of commitment?
You have an alarm for your car and a security system for your house—but what methods do you employ to prevent other advisors from poaching your wealthy clients? Here are nine ways to keep your book intact.
Sure, a prospect meets your asset minimum—but is he going to give you a migraine in six months? Here's how to develop a screening process that can save you cash, time, and Tylenol down the line.
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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