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The 6 Pillars of Financial Advocacy

  • 6Steps


Welcome to our course, Becoming a Financial Advocate! In six modules, we'll teach you how to become a hero to your clients, improve your quality of life, and transform your financial future without working more hours GUARANTEED! Each one of the six pillars we'll talk has the potential to add six figures, or more, to your practice. In each section of the course, you'll find a presentation, a PDF slide deck, and a transcript for your convivence. Some sections also feature special handouts, so be sure to look out for those. Each presentation will also feature one or more examples, so you can learn how to recognize financial patterns in your clients. Without further ado, let's get started with the first pillar of financial advocacy, wealth management.





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