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Horsesmouth Essential: We're mostly on our own in this business. So the task of setting goals falls squarely on us. The challenge is knowing how to set a goal that's not too hard to pursue and not too easy to attain. Here's what to consider.
Coach's Corner: We are all emotional beings. That's what defines our humanity. So learning how to handle difficult emotions, particularly around the sales process, is a critical success skill for all advisors.
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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