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Description
• In this breakout, we’ll equip you with actionable strategies to maximize your client’s potential. Learn best practices for delivering impactful financial plans through case studies, discover top techniques for modeling advanced planning strategies, and unlock tools to enhance online access and create a more engaging client experience.
Learning Objectives
o Leveraging a case study to understand modern techniques for collaborative discovery, analysis, and delivery of planning recommendations
o Learn when to bring in other professionals and when to leverage more advanced illustrations and tools to support our recommendations and determine the best outcomes for clients