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It's a fact that the average person has a much more limited attention span these days than only a few years ago. How do you break through the superficial information glut and make a real connection?
Horsesmouth Essential: How do you get HNW prospects off the fence and considering your services? Get them thinking.
Setting yourself apart from other advisors is absolutely vital in an environment where more and more of the services you provide are becoming commoditized. Learn how successful advisors are differentiating themselves.
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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
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024