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4min chapter
Prospecting That Works for Advisors
The Perfect RIA
Effective Seminar Hosting and Establishing Social Credibility in Financial Planning
Exploring the advantages of hosting financial seminars in neutral public school locations over in-office settings to reduce client pressure. Speakers advocate for credibility-building workshops tailored for federal employees as a way to cover diverse financial planning topics effectively.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode