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Bringing Science to the Art of Relationship

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Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in […]

Future Proof Your Practice

Virtual Event Virtual Event

This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight […]

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