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Impact: How to make Growth plans that makes a difference

In this Certification Workshop advisors will work with a simple approach to make strategy practical and useful for companies of any size and life-stage.

Advisors will learn:

  • How to talk to clients about strategy and what it is

  • How to help clients focus on their strategic choices

  • How to select the best of 7 universal growth strategies

Earlier Event: February 18
Specialist: Simple Financial Planning