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All your potential clients will fall into one of two categories. When you understand the simple behaviors that mark each group, you can tailor your messages to suit their thinking styles and boost your success. Here's how you do it.
This plan of action for a first meeting will leave prospects with a solid impression of your skills—your best chance to gain a client.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
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May 13–16, 2024