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Travel as a conversational tool can bridge gaps and foster connections with affluent clients. Explore eleven strategies to turn travel talk into a powerful social prospecting technique. From luxury cruises to unique destinations, find out how to keep the conversation flowing.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025