Do you realize that you’re already delegating the majority of items in your life? Have you paid attention to how you’re talking to your clients by replacing the word ‘marshmallow’ anytime you use industry jargon, and do you create so much value that your clients are excited to talk about you to their friends? Listen in as Amber recaps this week’s highlights and action items.
Navigating estate planning with your clients.
See MoreHelping clients understand their purpose in retirement.
See MoreSupporting clients beyond financial aspects.
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