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Learn what it takes to \"DOL-proof\" your sales process
Learn what it takes to "DOL-proof" your sales process
November 1, 2016
Watch this exclusive webinar on the "Best Interest" planning process and tools, as presented to the Department of Labor by Jason Smith.

Do You Have A DOL-Proof Sales Process?
Do You Have A DOL-Proof Sales Process?
October 7, 2016
Check your sales process by using your "DOL -Proof" scorecard.

Exclusive DOL Insights: An Interview with Brad Campbell
Exclusive DOL Insights: An Interview with Brad Campbell
September 13, 2016
Join us for an exclusive podcast interview with Brad Campbell, Former Assistant Secretary of Labor for Employee Benefits and Head of the Employee Benefits Security Administration!

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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