How to Build Client Trust With Mike Lecours
Elementality for Financial Advisors | Elements Financial Vitals System™
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Introduction
Michael LeCore is the co-founder of Epi Pathfinder, a service calendar for advisors. He and Michael Kitzis want to help advisors have a better system and process. They talk about how modular planning allows them to break up their work into chunks throughout the year.
Transcript
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