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Results: 3

Guiding clients to a yes

Alan C. Kifer, CFP, LUTCF

May 1, 2023

Guiding clients to a yes

Longtime Top of the Table member Alan C. Kifer, CFP, LUTCF, talks about two of his favorite ideas for working with clients, including the invaluable questions he asks clients.
How to read what clients aren’t saying

Alan C. Kifer, CFP, LUTCF; Edward Franklin Marshall, APFS; Elke Rubach, LL.M., CLU

Jan 2, 20246 min

How to read what clients aren’t saying

Understanding body language can transform client relationships.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.