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Your discovery conversations may feel comfortable—but comfort isn’t mastery. When habit replaces intention, you risk falling into a blind spot: conversations that seem productive but fail to connect. This article challenges advisors to move beyond autopilot and rebuild their discovery process with empathy, curiosity and purpose.
Volatile markets, looming recession and inflation? This is NOT a time to be quiet about referrals and introductions.
Albert Gray’s motivation speech has inspired many advisors since he gave it in 1940. If you’ve never read it, find encouragement within these excerpts. And if you never have—you’re in for a real treat.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025