How to Attract Business Owners Includes Q&A Session
Thursday, December 2nd at 12 pm ET
In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.
Formalize Goals Based Planning - The Seventh Pillar Part 2
2021-09-20 • 10 min video
Enhancing your role as a goals-based planner. I'm sure you already show interest in why, specifically, financial independence matters to a client and what goals they hope to achieve in life. Well, I'd like you to consider professionalizing it further and then embedding it into the seventh pillar of your process. Watch on YouTube: https://youtu.be/J7wCZBSRqxs