This session is exclusive for Finseca Influencer Members You asked for more time, and we listened. Ask Me Anything With Jim Hebets is an extended, interactive follow-up to our Conversations That Close series, built for advisors who want to go deeper with our featured guests. Instead of watching from the audience, you're part of the ... Read more
Events Calendar
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Events
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This session is exclusive for Finseca Influencer Members This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through the recommended strategy, a trust-based approach, with the attorney handling the technical detail while you lead as translator. Done right, this meeting accomplishes two things ... Read more |
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