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Well-served clients are loyal clients. Take your service offering to the next level. Not only will clients want to stay with you, they will send more referrals your way.
Understanding the perspective and social status of the other person is vital, whether you’re trying to get a client to act on your advice or a staff member to follow through. These action steps can help.
What’s Working Now: By asking more personal questions within the first half-hour of a potential-client meeting, this advisor gains a deeper understanding of people right away—and wins their business through his unexpected and genuine interest in them.
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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