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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)
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Bonus! Expert Content

Bonus! Expert Content for the Promise Stage Bonus! Expert Content
Module Content
0% Complete 0/5 Steps
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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