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Horsesmouth Essential: No doubt, losing a big client is a blow to both the ego and the bottom line. Here’s how several advisors worked through it.
Letting clients know exactly what you do for them at various asset levels helps you become more efficient and consistent in your relationships with them. It can also motivate clients to bring you more assets.
Simple things count. Here are two refreshingly straightforward ways to make the most out of your client relationships.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025