[WEBINAR] De-Commoditize Your Practice to Move the Needle With Your Best Clients from North American

Industry prognosticator, Andrew Rinn shares his thoughts how tax, demographic, and economic trends can empower the thoughtful advisor to help affluent clients attain their personal aspirations.  

Takeaways:

• Capitalize on the gap between services expected and those provided by other advisors
• Utilize tailored advanced planning techniques to meet the current and future needs of your best clients—both successful business owners and affluent clients