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Artificial intelligence can’t replace relationships, but it can amplify them. It may not yet be able to ask for introductions in a truly human, authentic way, but it can be used to make your referral process smarter and more efficient.
Just as a vehicle needs its hood popped and an inspection every now and then to ensure it’s running well, your referral process needs to be evaluated from time to time to make sure it’s producing all the business it could. Here’s a guide for making that inspection.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026