Grow Your Client Base with Legacy Planning
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- Attract More Clients with a Proven Legacy Planning System
Attract More Clients with a Proven Legacy Planning System
Advisor's Edge
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What if you could attract more clients while providing them with unparalleled value? The upcoming virtual lunch and learn I am hosting with nationally recognized estate attorney Stan Miller is designed to help financial advisors like you do just that. Stan and I will share his Legacy Planning system, which has been a game-changer for advisors looking to grow their client base and differentiate themselves. Don’t miss out on this opportunity to learn strategies that will set you apart. We will even deliver lunch to your door during the event if you are one of the first 30 financial advisors to register. Register Now for the lunch and learn Date: Wednesday, September 18th Time: 1PM-2:30PM Eastern Time Place: Zoom Register Here |
Your Advisor's Edge Team |