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Prospecting doesn't have to hinge on standard strategies like cold calling, hosting seminars, or asking for referrals. In fact, the best client relationships can result from a very different approach: community involvement and active cooperation.
Want to meet people who either have money or know who does? Get involved with a local philanthropic organization. Fundraising is good for you, your business, and your community.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025