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Pet insurance is becoming very popular. Is it something your clients should purchase?
You'd be surprised at how well the lessons of training a purebred puppy can be applied to building relationships with the best of your clients.
Horsesmouth Essential: Health catastrophes and other accidents usually catch clients unprepared. Give them a chance to ready themselves for difficult scenarios with this checklist.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024