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Title: Uncovering Need & Creating Urgency Focus: Developing the Need The estate and business-planning issues that create advanced case opportunities How to surface problems clients already have but haven’t articulated Talking about complexity without overwhelming or alarming clients Framing the conversation so the client pulls the solution forward Click to Register: https://zoom.us/webinar/register/WN_nn-_AyLTR36YFbfAwOZn-w |
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Join Zoom Meeting https://zoom.us/j/94276617679?pwd=JZo3Ur0e5VWjkjLO0GQ8GaMgAA8fDa.1 Meeting ID: 942 7661 7679 Passcode: 689978 --- One tap mobile +12532158782,,94276617679#,,,,*689978# US (Tacoma) +12532050468,,94276617679#,,,,*689978# US Join instructions https://zoom.us/meetings/94276617679/invitations?signature=hiFtBn_rS0etPPU_bJRAK6SDd09JZB9r7pCxQ9A0CM8 |
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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, […] |
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Title: From Strategy to Completion: Keeping Advanced Cases on Track Focus: Execution, Alignment, and Strategic Support The most common reasons advanced cases fall apart Where advisors unintentionally weaken their own recommendations Building strong relationships with CPAs, attorneys, and specialists Creating alignment so outside professionals support the strategy instead of stalling it Long timelines: Maintaining momentum […] |
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