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Results: 3

Vetting and walking away

Anthony G. Engrassia, ChFC, LUTCF; Alessandro M. Forte, FCII, CFP; Kasey Hammer, MBA; Travis D. Manning, CFP, CLU; Brad J. Myers

Nov 1, 20247 min

Vetting and walking away

How to recognize prospects who can be more trouble than they’re worth.

Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Dawn Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CLP, CLU

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Come together for couple legacy planning

Anthony G. Engrassia, ChFC, LUTCF; Benjamin Harding, CFP, ChFC; Daniel Turnwald, CLU, LUTCF; Darren W. Ulmer, CLP, CLU

May 1, 20246 min

Come together for couple legacy planning

Getting client couples on the same page makes everyone aware of the legacy plan.