Entries by Webmaster

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Legacy building

Frederick T. Scruggs, CLU, ChFC Put yourself in the quarterback role for your clients’ business planning process. Scruggs explains the advisor’s long-term role in leading, managing, and organizing business success(ion) planning for private and family businesses. The advisor is best suited to manage this process — not the lawyer or banker, and certainly not the […]

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From advice to planning

Charlie David Reading, APFS How do you make sure you’re not replaced by artificial intelligence? Stop focusing on financial advice and change your approach to financial planning. This requires you to do two things. Find out what they are in this video.