For Financial Advisors

Monthly Calls for Financial Advisors

I have launched a Speakers Series whose purpose is to educate financial advisors on a range of topics that can help them better serve their clients. Expert spealers are used to provide the educational content and know-how, The calls typically last 50-60 minutes, after whcih the speaker will take questions.
Wherever possible, the presentations are approved for use as a continuing education credit for Certified Financial Planners. The calls are recorded and available throughout the My Sales Ally site. Topics covered thus far include:

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