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What’s Working Now: This advisor and his team had loyal clients, but weak marketing. Learning to tell stories about their successful client relationships is the cornerstone of their new strategy.
What’s Working Now: A desire to be more efficient pushed this advisor and her team to implement a new email management protocol that leaves them feeling refreshed and productive—and has helped productivity skyrocket!
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.
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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