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Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
May 17, 2022 @ 1:00 pm - 2:00 pm
Simon Reilly
Coach, Speaker, Author, Leading Advisor
Tuesday, MAY 17TH
1 PM EASTERN
A significant percentage of financial advisors do not have a meaningful relationship with their clients’ adult children.
Limiting beliefs include; “It’s too challenging and time-consuming to create meaningful relationships with my client’s adult children.”
Why are these results happening?
Join Simon for this webinar to understand the importance of these relationships.
The webinar is brought to you by
