Planning From The Inside Out
Complimentary Webcast Presentation
Based on his book that Nick Murray describes as “the one genuine ‘book of the year’ for advisors,” Roy Diliberto will walk you through the discovery process he and his partners use to help clients address issues and reconcile conflicts they may have sought to avoid. Using integrity and empathy, this process helps clients make the truly important decisions in their lives. In doing so, it enables advisors to increase client acquisition and retention.
This event is being conducted by Financial Advisor. RTD Financial Advisors, Financial Advisor, and LPL Financial are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.