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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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Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
November 2-3, 2023
New York City
Liftoff! Financial Educator Marketing Coaching Program
8-Session Coaching Program
Begins October 11, 2023
The Discovery Meeting Workshop: Transform Your Discovery Process
October 23-24, 2023
Video Boot Camp Workshop
Exclusively for Master Members
Begins October 5, 2023
IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Begins November 9