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The DOL Rule: Who Is A Fiduciary?
The DOL Rule: Who Is A Fiduciary?
August 24, 2016
Tune in as Jason Smith shares in simple terms what the DOL Rule will mean for your practice.

The 5 Critical Areas Impacted By the DOL Rule, and What You Can Do Now
The 5 Critical Areas Impacted By the DOL Rule, and What You Can Do Now
May 23, 2016
DOL-Proof your sales process and practice with our free whitepaper

 \"The Perfect Storm: Major Dangers Facing Top Financial Advisors...and Our Clients!”
"The Perfect Storm: Major Dangers Facing Top Financial Advisors...and Our Clients!”
October 27, 2015
Download your free white paper and prepare your clients’ investments for the perfect economic storm.

The Bucket Plan® Planning Process
The Bucket Plan® Planning Process
July 1, 2015
Download the white paper, bonus script and planning tool now.

Register Now: Holistic Advisor Academy
Register Now: Holistic Advisor Academy
April 22, 2015
Simplify financial planning for your clients to easily understand.

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