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Exit Planning Webinar | 5 Ways to Be Bold...And Still Humble

The best business advisors walk the line between boldness and humility. They give more away and still grow their practice. They know the answers and yet still collaborate easily. Learn some unique techniques to become an indispensable advisor to your clients. 

In this webinar, you will learn how to: 

  • Deliver great planning solutions and still work well with the rest of the Advisor Team 
  • Educate your clients and other advisors without coming across as arrogant 
  • Ask the questions that solve your client’s problems 
  • Promote your expertise while acknowledging your gaps 
  • Give away more value in a way that improves your bottom line