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Advisor Education

Advisor education building a better retirement practice

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Program overview

Financial professionals who want to accelerate the growth of their business and find more time to spend with clients must find new ways to add meaningful value, or risk getting left behind.

In this program, we tackle these critical conversations to help you thrive with actionable ideas to adapt and accelerate your practice.

In this program we explore:

Adaptability is about the powerful difference between adapting to cope and adapting to win

Dr. Max McKeown, Author, Strategist

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