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Are Your Professionals Set Up to Be Exceptional?

You want to work with top advisors and other professionals who are capable of helping you fully pursue your key goals. Here’s how to size them up—and the three key traits they all should possess. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A1_PROFESSIONALS_EXCEPTIONAL/ As always, standing by to be of any assistance.

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Preparing Heirs for Their Inheritance

Are your heirs ready to deal with wealth you may be planning to pass on to them someday? Inheritors often struggle with their windfalls in ways that can be hazardous to their health and their wealth. Find out how the Super Rich prep their heirs for their inheritance. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A4_PREPARING_HEIRS/ Standing […]

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Not Locking Down

A resurgence of new Coronavirus cases around the country has created uncertainty in the markets.  Stock markets fell last week, not because of the virus, but because markets fear another round of economy-killing, government-mandated lockdowns.  We don’t expect that to happen, but when the government is involved, risks are definitely […]

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Reclaim Your Time

The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.

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The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people […]

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