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Everyone dreads dealing with an underperforming employee—but the longer you put off terminating an ineffective sales assistant, the greater the risk to your practice. Take action swiftly and appropriately using this five-step approach.
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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