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Identify the complex concepts that help explain your beliefs, and incorporate these big ideas and taxonomies into your discussions with prospects and clients. This synthesized thinking will reduce the need for reselling because your clients will "get it" from day one.
As you build on your narrative by adding insightful observations, you'll find it easier than you think to show prospects and clients the way to a successful future. See how this seasoned advisor spots the trends that can guide a good stock pick and result in a positive outcome.
Throughout your career, you can count on a changing environment that will bring risks and new opportunities. Learn from this experienced advisor how repositioning will help you avoid setbacks and find a way to prosper.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025