8 Folgen

Attorney Paul Deloughery believes that if you truly want to differentiate yourself and show your High Net Worth clients how you add value to the investing equation, then Family Dynasty Planning is the key. If you want to prepare for the coming Great Wealth Transfer – the $30 trillion that will pass from baby boomers to Generation X and millennials – then keep listening. Because Paul will teach you how to double the lifetime value of your accounts, and how to increase the value of your practice in the process.

Dynasty Advisor Paul Deloughery

    • Wirtschaft

Attorney Paul Deloughery believes that if you truly want to differentiate yourself and show your High Net Worth clients how you add value to the investing equation, then Family Dynasty Planning is the key. If you want to prepare for the coming Great Wealth Transfer – the $30 trillion that will pass from baby boomers to Generation X and millennials – then keep listening. Because Paul will teach you how to double the lifetime value of your accounts, and how to increase the value of your practice in the process.

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