Finish Strong in 2024: Build Momentum for a Powerful 2025
Includes Q&A - with Duncan
Tuesday, October 22nd at 12 pm ET
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join me for this exclusive webinar where I'll share four actionable strategies that I've refined over the years, all designed to generate results quickly and predictably.
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Crafting a Lasting Legacy
2024-07-05 • 4 min video

Balancing Values and Valuables

For many first-generation wealth builders, leaving a legacy that encompasses both values and valuables is a primary motivator. Financial Advisors can support this vision by adapting plans to changing policies and providing educational content. Sharing stories of successful legacy planning and addressing clients' concerns about family dynamics can help clients see the benefits of proactive estate planning. By emphasizing solutions tailored to clients' specific goals, advisors can foster deeper client relationships and facilitate meaningful legacy transfers.

Stream the entire podcast featuring Jackie Wilke, VP of Advisor Consulting at First Trust, by clicking one of the links below 

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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