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Learn MoreFor your clients, being wealthy isn’t about a number – it’s about the bigger picture. Being able to enjoy their lives with the people who mean most to them. With the latest video, #Goals, show your clients how you can work with them to understand their unique challenges and aspirations, and build a plan that can help them get there.
The #Goals video is designed to help Millennials understand the true value of financial planning, with an inspirational message about how true financial planning is about more than just money. It’s about setting goals and working toward your ideal future. This video establishes the advisor as an advocate, a true partner who understands the unique needs of their generation. With the #Goals video you can help position yourself as a partner to Millennial clients.
Watch the video below for a sneak peek of the new #Goals video:
Here are some ideas for using the latest video:
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