What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
When you're dealing with something as sensitive as estate planning, it's crucial that all parties involved are on the same page. On this week's episode, estate planning attorney Stephanie Prestridge emphasizes the importance of the estate planning attorney and advisor working together for the benefit of their clients, and outlines the ways in which she promotes transparency and collaboration in her own practice.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
