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Horsesmouth Essential: Learn to be grateful—it’s not just a Sunday-school platitude. Science shows that inviting thankfulness into your life is one of the most effective ways to increase happiness.
Biology has wired us to help others by rewarding the altruistic with a “helper’s high.” And those who receive help are likely to return the favor. That means advisors who express gratitude in various ways for their clients’ business will strengthen those relationships while attracting more referrals.
The power of generosity has long been touted in business books, but a new book offers empirical research to back up—and in some ways challenge—the anecdotal wisdom.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024