In this video, advisors will learn how to use Lasso to reach prospects and reinvigorate financial plans for investors.
About the Author
Brian is the Head of Advisor Sales and has extensive experience in client advisory, wealth planning and valuation within the financial services field. He has experience working in the Corporate Development Group at M&T Bank as well as in Wealth Planning at the Glenmede Trust Company. Brian holds a BA from American University in Business Administration and is a CFP® professional.
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