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Bonus! Expert Content
5 Lessons
Planning Horizon Role-Play Demonstration (21:39 minutes)
Wealth Optimization System Role-Play Demonstration (12:46 minutes)
The Planning Table Advisor Styles (12:25 minutes)
What role do you want to play in your clients lives (10:39 minutes)
Planning Table Role-Play Demonstration (4:38 minutes)

Bonus! Expert Content for the Promise Stage

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So you want to be an expert, do you? Well you just made a great decision. You can jump around in this section, so if there’s a topic that interests you we encourage you to jump ahead. Take a look at the videos that matter most to you and become an expert at them.

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Bonus! Expert Content 5 Lessons
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Module Content
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Planning Horizon Role-Play Demonstration (21:39 minutes)
Wealth Optimization System Role-Play Demonstration (12:46 minutes)
The Planning Table Advisor Styles (12:25 minutes)
What role do you want to play in your clients lives (10:39 minutes)
Planning Table Role-Play Demonstration (4:38 minutes)

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