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Want to serve 8-figure clients? Are you presenting your firm in a way that attracts that audience? UHNW are looking for keywords including: 👉Fiduciary 👉Holistic 👉Comprehensive Get ready to level up your communication strategy with Jason J. Howell, CFP®, CPWA®, CSRIC® on October 17th at #XYPNLIVE 2024. Explore the full schedule and grab your pass today → https://hubs.ly/Q02D4knG0

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Jason J. Howell, CFP®, CPWA®, CSRIC®

From First Generation to Family Wealth | Sustainable. Responsible. Investing #Because2020

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....And hosted during XYPN's 10 year anniversary! Congrats all!

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