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Recorded by: John Morgan
Let's face it, advisors are facing more competition for their ideal clients than ever in history. Making it extremely difficult to differentiate yourself from the crowd. Until now..
Introducing Estate Guru, and my Top 10 Reasons Advisors should lead with Estate Planning. Imagine starting conversations with prospects around protecting their adult children, family pets, and so much more, instead of talking about investments, insurance or an amazing stock tip! Imagine being able to connect with the next generation to start developing those relationships now, instead of when the accounts are transferring out.
Start preventing Asset Flight today. Reach out to me for directly for further details.