Preparing for the Generational Wealth Transfer
Includes Q&A - with Duncan
Tuesday, March 4thth at 2 pm ET
Join us for this special webinar hosted by the Institute for Preparing Heirs (IPH), designed specifically for advisors working with high-net-worth families - or those aspiring to.
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Mind Mapping
2023-12-26 • 1 min video

We're a big fan of mind mapping!

Just getting everything out of your head and seeing it come together on paper.

And it's even more profound when your WHY is at the center.

Play this short clip to learn why mind mapping can be a powerful and revealing exercise for advisors.

Don't miss the newest episode of the Always On Podcast! To listen now, click here: paretosys.co/AODM_ep50 

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