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PERSONAL FINANCIAL PLANNING
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How to talk about long-term care with clients

Clients may be reluctant to discuss long-term care, but it’s better if they have a plan in place before they’re caught off-guard by a health care crisis.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.