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What’s Working Now: This advisor doesn’t let his firm’s rural location limit his business. Discover how he’s combining Social Security workshops and tech-savvy follow-up to maximize his firm’s reach.
Women are poised to control 67% of all financial assets by 2020, yet men are approached twice as often by financial advisors. Update your understanding of what women prospects need to tap this underserved and growing market.
April Chart Talk: A new study looked at how 2000+ Americans found local goods and services. It’s all about the web search.
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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