EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

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Thursday, Mar 03, 2022

Like Coke from a Coffee Mug: Run Your Best Client Meeting

Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your working relationship

Thursday, Feb 24, 2022

Secrets To Surging – What Other FA’s Don’t Tell You About Surging

Surge meetings happen with the Financial Advisors systematically holding client meetings in strategically designed blocks of time.

Sunday, Feb 13, 2022

ROTH Conversions And Capital Gains – Paying The Devil You Know

Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.

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EXPERT ADVISOR ADVICE

I want to learn more from advisors on

Like Coke from a Coffee Mug: Run Your Best Client Meeting

Secrets To Surging – What Other FA’s Don’t Tell You About Surging

ROTH Conversions And Capital Gains – Paying The Devil You Know

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