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Tired of offering free expertise to clients and prospects? Complimentary consulting saps your time, energy, and confidence.
The best financial advisors communicate well and offer valuable advice. They also know which skill they're best at, and design their businesses accordingly.
In good markets and bad markets, clients may ask why, exactly, they're paying you. Here's your answer.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025