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These days potential clients may need a little more time to get to know you before committing to your investment process. One advisor's background in counseling gives him a host of relationship-building skills that you can apply to building trust in your own first meetings.
Horsesmouth Essential: How do you get HNW prospects off the fence and considering your services? Get them thinking.
Horsesmouth Essential: You may not even realize it, but one of these four common first-meeting pitfalls may be costing you time, money—and ultimately, the new business.
Today's first impressions are not made in person, but on the Internet. How attractive and welcoming is your online image, and how does that affect prospects?
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9–12, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10–11, 2025