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Horsesmouth Essential: What’s Working Now: Overwhelmed by a growing number of clients, this financial advisor developed a special approach to hiring and training a new advisor for his firm—a move that led to more efficient operations and personalized client service.
Horsesmouth Essential: There’s never a perfect time to bring on staff, but the investment you put in now to hire and train someone will pay huge dividends in the long term, when your clients are better serviced and you have more time to concentrate on bringing in business.
Horsesmouth Essential: What’s Working Now: This advisor found the key to providing better service to her clients and improving work-life balance for her team—all while growing her business.
What’s Working Now: This advisor is building deeper connections by getting to know and helping her clients’ young adult children.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024