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2024 Members’ Choice: Here is a list of 34 services you can add to improve your value proposition. Then promote your holistic practice to keep current clients and to earn new ones.
Learn the art of making yourself referral-ready, turning every client interaction into an opportunity for growth. Are you ready to change the way you think about referrals?
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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