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In mid-May, I embarked with my husband and business partner, Donovan, on a multi-week journey across the U.S., attending and speaking at some of the most prestigious conferences in the benefits industry. After these kinds of extended trips that aren’t directly sales-related, we’re often asked two questions:

1. Do these types of educational events “pay off,” as they can be both expensive and time-consuming?

2. Why are you sharing the innovative “secrets” and best practices that have made you successful with other advisors? Aren’t you worried they will use those “secrets” too?

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