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What’s Working Now: Initially nervous to address a crowd, this advisor worked with speaking coaches and now presents educational workshops as his chief marketing strategy. Pick up on some of the tips that helped him make public speaking the best way of generating new clients.
Horsesmouth Essential: What’s Working Now: This advisor says find a niche topic, learn it well, and start presenting in front of local organizations. Before long, you will find people stopping you on the streets to say they have some questions for you.
What’s Working Now: This advisor’s team quadrupled assets and halved clients over eight years. Their laser focus on client service and building a small, tight COI network plays a key role in their success.
Horsesmouth Essential: What’s Working Now: This advisor’s team has a highly developed approach to finding and networking with allied professionals to meet their client needs in the financial world and beyond. It’s a two-way street of connecting with like-minded peers, sharing advice, and trading referrals.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025