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It’s a lot easier to focus on clients than bring in new prospects. This year, make it routine to get out in your community every day through activities that build on your natural habits. New prospects will crop up organically.
Prospects don't want to know what you do—they want to know how what you do can help them. Uncover the problems you can solve by asking the right questions and listening a lot.
Horsesmouth Essential: Ready to plunge into the world of Facebook ads? Industry studies show them to be more effective than print. Discover how advisors are generating more website traffic, event registrations, and qualified leads through Facebook advertising.
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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