This is part 3 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Daniel McGuire
We begin our process of developing solutions for our clients only after ensuring we have listened to our clients fully explain their situation.

March
21,
2019
|
01:07
March
19,
2019
|
11:14
This is part 2 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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