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Demonstrate your Difference with the Legacy Approach Talk
Most advisors like to say they are different, but this is your first opportunity to demonstrate that difference. By using The Planning Horizon and The Wealth Optimization System®, you can provide a concrete explanation to clients that your well-thought-out approach will help them clarify what they want so they can achieve their desired results.

Feb 21, 2023 01:00 PM in Eastern Time (US and Canada)

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