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What's Working Now: This advisor expanded his network from around 200 people to almost 2,500 by joining networking groups and nonprofits to increase his impact in the community.
Is it possible that you have lost track of your true purpose for attending networking events, leading to wasted opportunities and connections? Get clear on why you network.
It can be easy to get caught up with having a good time at events and then forget the reason you came: to build relationships that will help your business. Don't let these common mistakes get in the way of that goal.
Horsesmouth Essential: Your networking can work like magic if you’re sincerely interested in the other person and focus these four questions on their needs.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024