
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Essentials Webinar
Wed, Feb 12
|Webinar
Join Al Dickens from Strategic Planning Group as we kick off our Essentials webinar series: “The Power of Leap”.


Time & Location
Feb 12, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Join Al Dickens from Strategic Planning Group as we kick off our Essentials webinar series: “The Power of Leap”.
Al will share his insights from over 30 years in the industry as to why Leap should be a part of your practice, what value your clients get from going through the process, and what sets you apart from other Financial Professionals to get the results you want in 2025.