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Why do some clients always seem to blame you for their financial failures?
Working with couples can present unique challenges, particularly if each partner has different investment objectives. Use these suggestions to work with them as a team.
Understanding the needs and personality traits your clients bring to their financial decisions can improve your business.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025