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Don't let big financial goals scare your clients. There are options for saving, budgeting, and raising funds. Help your clients do the research for their particular endeavor—it's likely within their reach with patience and planning. Here's one example.
The New Year is an ideal time for clients to reappraise how they spend their money and to cut costs (and financial stress) where they can. Here are some tips to get them thinking.
Horsesmouth Essential: You can’t inspire confidence in your clients when you are stressed. Meditation lowers your anxiety—and it might just raise your bottom line!
Lessons of 2008: As your clients’ advisor, you have a responsibility to de-stress and recharge so that you can lead with energy, wisdom, and confidence. Follow these simple techniques to start recovering from the heavy burdens delivered by the bear market recession.
Horsesmouth Essential: Many highly productive people have learned to approach life without feeling much stress. It’s not that they’re indifferent or thick-skinned; they’ve simply developed rituals that guard their attitude and energy, allowing them to maintain focus on their priorities. Here’s how they do it.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025