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What's Working Now: Local organizations are eager to book speakers. If you deliver solid information—and no sales pitch—it's a great way to boost your visibility.
What's Working Now: For the right advisor, writing a book can consolidate wisdom and insight garnered over the years, raise your profile as an expert, and help your business grow. And hiring a junior planner at the right time can extend continuity in client service and the longevity of your business.
What's Working Now: Running 11 different investment models keeps this advisor engaged and excited about his business. And he's using social media to attract prospects, too.
What's Working Now: This success story starts with targeting high-net-worth folks in the community.
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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