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10:00 am
Bring in the Experts: Crafting impactful Statements of Advice that are effective and engaging
Join us for an insightful webinar with David Greenslade, Executive Director of Strategi, where we delve into the world of impactful Statements of Advice (SoA) in the financial advice industry. Discover the key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and […]
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