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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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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