Theme-Based Financial Planning — How to Strategically & Systematically Add Value for Your Clients
Join us on Tuesday, December 16, at 11 a.m. ET, as industry-leading advisor coach Libby Greiwe reveals how to use strategic planning themes to simplify your prep work and deepen client engagement. You’ll learn how to create a repeatable system that helps clients feel educated, cared for, and ahead of the curve.