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When you break free from the office meeting dynamic and meet with clients in a different environment, you can learn new things about your clients, find different opportunities to serve them, and strengthen your connection with them.
Here’s a six-part process for shaping past client experiences and results into powerful stories that will vividly demonstrate your value to future clients.
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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