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What’s Working Now: Carrie Scott has carefully built a large advisory practice. She and her team focused first on building capacity. Then she took advantage of an opportunity to buy another advisor’s practice. Here’s how she did it.
Transform talk into action with this four-step model that helps your team follow through on ideas and achieve results.
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The AI-Powered Financial Advisor
Begins February 26, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026