Picture of [Video] The Checklist: A Low-Tech Solution Every Advisor Should Use

[Video] The Checklist: A Low-Tech Solution Every Advisor Should Use

Focus Session from the Virtual Event

SKU: 20MDRT-68V

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Tuesday, August 4, 2020 - 10:00 am

Track: Advising Clients

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Dave Faulkner (2)

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[Video] The Checklist: A Low-Tech Solution Every Advisor Should Use

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