Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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Walk the Floor, Work the Counter
2021-02-25 • 8 min video

Join Duncan as he delves into why you need to know how your clients communicate your value beyond just waving your flag, and how they can they motivate somebody to feel compelled to take action. Because as easy as it is for a prospective client to meet you, it's always easier not to.

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