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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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Coronavirus Ready? Six Best Practices Your Firm Needs
Monday, March 2
2:00 p.m. ET/11:00 a.m. PT
Boomer Spike Coming: Social Security and Medicare Workshop
With Elaine Floyd, CFP®
Las Vegas: March 19–20
Boost Your Value Prop By Offering Medicare
Tuesday, March 4
4:00 p.m. ET/1:00 p.m. PT
Savvy College Planning Workshop
Lynn O’Shaughnessy
San Diego: April 2–3, 2020