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financial advisor conference follow-up tips

    Business Development

    What’s Next? Tips for After Your Financial Advisor Conferences

    by Sheryl Theisen April 19, 2022
    written by Sheryl Theisen

    Updated July 27, 2022, at 3:03 PM

    If you search online, there’s an unending list of financial advisor conferences and seminars – Michael Kitces provides a master list of top financial advisor conferences that’s regularly updated. If you’re attending one soon, you need to make it worth the effort.

    Traditionally, you sign up, you attend, you acquire handouts and copious notes, and then what? What are you doing with all the newfound information?

    Continue Reading
    April 19, 2022
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