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Integrating Wealth & Estate Planning Into Your Practice

Webinar Recordings

Call #1: Implementing Estate and Wealth Transition Plans

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Call #4: Optimizing Your Clients' Wealth Results

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Call #2: Winning Client Engagements

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Call #3: Navigating Key Advisor Relationships

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Legacy helps financial advisors grow their business. For over 23 years, in the United States, Canada, the U.K. and abroad, 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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