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Crafting narratives persuasive enough to mold investors' thinking and introduce new paradigms is extremely challenging. Too much detail and complexity can be lethal, however, so rework it until you achieve the right balance.
Sometimes it seems wealthy prospects are protected by an impenetrable fortress! Try as you might, you just can't get behind it. Until now. Here's a sure-fire strategy that will get through to even your most hard-to-reach prospects.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9-12, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10-11, 2025