Jim Duggan, JD, MBA does a terrific job of explaining the need for a buy/sell plan and the ABC’s of the various options to accomplish a client’s needs. To check out the complete outline of the full day course, click here.

Advisors who work with AdvisorShare as their IMO can use this video series on their websites as a UNIQUE educational tool to go after this lucrative and needy client base.

Want to start educating yourself on this important subject matter? To buy access to the video series, click here.

Advisors who work with AdvisorShare get a 50% discount on this educational video series.

Email roccy@thewpi.org for info on the video discount or for more info about how you can use this video series on your website!