Business Development | RIA, Employee Benefits and P&C Partner | Client Retention, Cross-Selling and Revenue Growth Strategist
Advisors - how are you auditing clients that may have funded their buy sell like the Connelly brothers? How are you reaching out to business owners that may are not funding their buy sell, or worse yet, don't have a buy sell plan in place? Financial advisors, insurance agents and Employee benefits professionals - let us know if you want some ideas on how to have the conversation and support to build solutions!
👩🏻⚖️The Supreme Court released its much-anticipated decision in Connelly v. United States case on June 6, 2024. What does that mean for your clients? 👇Click below to read the "The Connelly Decision: Summary and Impact." #buysellplanning #businessplanning
