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Horsesmouth Essential: Manage your time better and you’ll see 50 more clients a year, 10 more prospects, and five more COIs, according to findings from the FPA’s time management study, “Doing More With Less.”
Most people look to the future for some milestone of success that will make them happy, whether that is a certain income level or lifestyle change. But as recent research confirms, it's learning to be happy in the present that actually brings about success, not the other way around.
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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