What’s your legacy?Posted on
Creating a holistic financial plan is important, but if you can’t convey why it’s important, your clients won’t take any action. Use this episode with Financial Professional Shane Westhoelter to show your clients concrete examples of how planning can positively affect their legacy. Advisors, make sure you’re up to date on the options for charitable planning, as this episode may spur your clients to dive into this option. Check out our free THREE HOUR Power Session LIVE webinar on Charitable Planning!
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