Embark on The Tax Management Journey® and enhance your skills as a holistic advisor with this comprehensive introductory training. This 7-step process dives deep into crucial tax topics, equipping you with the knowledge to help clients navigate their financial landscapes effectively. You’ll explore strategies such as understanding the Order of $, measuring tax brackets, avoiding […]
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The Pyramid of Risk is a method to help educate clients on investment options, explain where investment options fall on a high-to-low risk scale, and shows where their current portfolio falls in comparison to the recommended high, medium, and low risk categories. Open the content by clicking on content link below ‘Course Content’. To access
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Ensure your clients’ legacies are protected with The Family Succession Plan®, a vital process that helps Financial Advisors build lasting relationships with clients’ spouses and beneficiaries during challenging times. Navigating the death claim process can be overwhelming, but this plan provides the insights and support needed to retain assets when one or both spouses pass
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Navigate the critical issue of Sequence of Returns Risk and its potential impact on your clients’ retirement plans with this informative course tailored for Financial Advisors and Planners. You’ll gain a solid understanding of this often-overlooked risk and learn effective tools to educate your clients on how to safeguard their investments against market volatility. Equip
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Discover how The Bucket Plan 1.0 can enhance both client satisfaction and your advisory practice. In this course, you’ll learn the tools and concepts integral to the Best Interest Process, ensuring you’re equipped to make recommendations that truly serve your clients’ needs. We’ll guide you through when and how to apply each element, while also
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This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool
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