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The recent RIA Benchmarking Study from Charles Schwab revealed that 2022 was a difficult year for many firms, but it also showed that firms with client segmentation, personalized client interactions, and an employee value proposition were among those that fared best.
Building a Better Advisory Firm Series: Debra Taylor, veteran advisor and growth expert, shares her outlook on how client service is evolving post-pandemic as advisors blend traditional and online approaches to taking care of 21st century clients.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9-12, 2024
ClientQuest Social Security
Begins October 30, 2024
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025