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Tackling important retirement planning topics with your clients—such as when they can retire and what kind of lifestyle they can expect—means you need to effectively address expected returns. Here's how to do it in a way that breaks through all the hype and spin they have heard in the media.
A 20-year veteran says setting goals for and scoring the quality of his client conversations is a big piece of his perennial success. Here's his quantitative approach.
Times are changing. Information is easier to tap than ever before, and the Internet is making competition global. You must adapt how you do business to maximize your value and keep your clients.
You may be a technical whiz, but how much your clients like you is the crucial factor in their decision to work with you and to keep working with you. These 10 strategies will up your likability quotient and keep your clients loyal.
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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