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What’s Working Now: When this advisor decided to start a new business focused exclusively on corporate retirement plans, he located his office near his ideal prospects and went from zero clients to a thriving business by networking tirelessly during year one.
Not only can you improve your skill set by attending conferences and conventions, you can also put yourself in a great position to acquire new business. Here’s a primer that covers the key dos and don’ts…
If you have ever made a connection with another professional at a mixer that left you excited for what you could do together, only to have that person ignore your subsequent contacts, you need to understand why.
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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
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024