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If you plan out your marketing initiatives in precise detail before launching, you may be taking the long way to finding new clients. This strategy will help you find which strategies work best for you faster.
How much does fear influence your decisions? This approach to managing fear of speaking can be applied in any area where you suspect you are not growing as much professionally as you could. It will give you a new mindset going into your next presentation—or any challenge.
Many advisors struggle to clearly communicate what they do for their clients. Here’s how to get clear on the tangible value you provide so that you can convey it to prospects easily and market your services naturally.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025