Content Library

Words matter, choose wisely! with Steven J. Lee

The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients

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Should I stay or should I go? with Shelby Nicholl

You have to remember this is, first and foremost an investment.

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Tactically Using Taxes for Lead Gen with Hillary Gale

You have to remember this is, first and foremost an investment.

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What’s the tax deal on oil & gas? with Steve Blackwell

You have to remember this is, first and foremost an investment.

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A trillion-dollar topic you need to understand with Brian Smith

Just like any other planning, it all comes back to client's goals.

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Getting killed on taxes: Equity comp edition with Russell Kroeger

You have to be precise, or it doesn't count.

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