Advanced Case Selling Fundamentals — Session 2

Name: Advanced Case Selling Fundamentals — Session 2
Start: 2026-03-11T11:00:00-07:00
End: 2026-03-11T12:00:00-07:00

March 11 @ 11:00 am - 12:00 pm

Title:
Advanced Strategies Toolkit

Focus:
What advanced solutions can the team help you implement? How do you pay for it?

Overview of the advanced planning toolkit and strategy “grid”
How advanced strategies get funded in the real world
Positioning insurance, assets, and structures in a way that feels intentional, not forced
Avoiding the “great idea, no execution” trap

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