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Echo

Are You Relevant?

Are You Relevant?

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Your Best Client Is Their Best Prospect

Your Best Client Is Their Best Prospect

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The Ins & Outs of Family Meetings

The Ins and Outs of Family Meetings

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Undiscussables – Dealing with the elephants

Undiscussables – Dealing with the Elephants

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Family Meeting Thoughtstarters

Family Meeting Thoughtstarters

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Skills for Family Meeting Facilitators

Skills for Family Meeting Facilitators

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Level the Playing Field – Bringing all voices into meetings

Level the Playing Field – Bring All Voices into Meetings

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Rules of Communication in Family Meetings

Rules of Communication in Family Meetings

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Family Meetings – Some Guidelines

Family Meetings -Some Guidelines

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Legacy helps financial advisors grow. For over 25 years in the United States and Canada, we have brought top coaching, incisive content and the brightest ideas for your business that are proven by successful advisors, experience, psychologists, sociologists and results.

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