Episode
Your Life Policy: Involving The Rest Of Your Financial Team
- Published
- Mar 17, 2020
- Duration seconds
- 1135
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Summary
Today, we're here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.