How Video can Impact Your 2023 Growth Strategy
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Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Our Philosophy about Legacy
2022-08-30 • 2 minute read

Our Philosophy about Legacy In the spirit of building something rather than selling something, one of the many things you are building is a legacy in real time. A legacy is something that people primarily look back on, but being mindful of it as you are developing one creates a special energy. One of the best quotes we’ve ever encountered on legacy is this, “Society grows great when old men plant trees in whose shade they know they will never sit.” That speaks to the gathering momentum that is generated by a vision and code-of-conduct that culminates in an admired legacy...

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