Legacy developed the application that allows you to do qualitative planning alongside your quantitative tools.
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With the industry moving as fast as it is, it doesn’t pay to be on the outside.
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Thinking differently is the beginning…
When it comes to becoming referable, advisors have had mixed success through the years. That's why we were pleased to be able to have Todd share some time on the Becoming Referable podcast. Check it out here.
Positive objections are overlooked. While there are many things you can do to handle objections, here are a few ideas you can use immediately.