Tuesday March 14, 2017
// March 14th, 2017 // Daily News
Welcome back Liferep !
after a longer than expected delay we are up and running from our newest location !
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Financial Advisor Success
- Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder October 6, 2026An effective discovery process not only can help an advisor better understand prospects' unique situations, but also can increase the rate at which they become full-time clients. Today's guest shares how he has developed a discovery process that has converted every prospect who has gone through it into a client over the past decade. Michael […]Michael Kitces
- Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach September 29, 2026Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals. Dana Anspach is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees […]Michael Kitces
