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.
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Aligning Yourself with the Right People
2021-09-22 • 1 min video

This video is an excerpt of the “The 7th Pillar: Formalize Goals Based Planning” video available now on YouTube. To watch the entire video click here: https://youtu.be/J7wCZBSRqxs

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