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Horsesmouth Essential: These advisors discovered that the ancient practice of meditation led the way to clearer minds, more energy, and greater productivity. Now they make better decisions, feel more relaxed, and exude a quiet confidence that attracts clients. Here’s how you can get started.
Horsesmouth Essential: Your greatest barrier to success is not the market or your competition. It’s your own mind. Find out today how to recognize and overcome self-limiting thoughts that prevent you from reaching your full potential.
Quitting is more common than you think. Is your inner urge to quit putting your success at risk?
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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