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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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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 11–14, 2023
Savvy Tax Planning School for Financial Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
January 23–25, 2023
Liftoff! Financial Educator Marketing Coaching Program
January 9–12, 2024