This following 7 minute video provides an overview of some of the tips you can use today in your business to integrate holistic estate planning into your practice.
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Integrating estate planning into your business made simple with these steps:
STEP 1: Choose your membership
Get ongoing access to curated resources.
STEP 2: Watch, read or listen to the resources
The resources provide step-by-step instructions and checklists for immediate use in your business.
STEP 3: Grow your business
Mastering the steps and checklists provide you with the framework for integrating estate planning solutions into your business.
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