These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!
Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.
Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.
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