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In both our industry and the economy, widespread risk aversion seems to be holding back growth. In this climate, FAs need to aim high and find a way to combine boldness with insight.
With profit margins under downward pressure across our industry, we need to gather assets by focusing on the areas we personally control: social networks and customer service.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024