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Join Exit Planning Institute on September 24th for Aligning Personal & Family Vision with Financial Planning, a free webinar presented by Alex Kirby. During this broadcast, you will learn how to inspire your clients, enhance their engagement, and improve long-term retention by integrating vision into your practice. You will also understand the importance of vision in planning and advisory services, identify and define key components of vision, and implement vision-based strategies in advisory practices. Register Now: https://lnkd.in/ehHpi_qi #webinar
