Webinar Replay: Liberty and Advice for All - Providing Financial Guidance to All Clients

In this recording, hear from Wally Darling, Financial Quarterback at Alpha1 Tax&Wealth, David Martinez, Wealth Advisor at SmartPro Financial, and H. Adam Holt, our CEO & Founder as they discuss why financial planning is not just for high-net-worth clients. They'll share live case studies on how professionals who lead with advice are quickly (and efficiently) engaging both prospects and customers with financial guidance in all interactions.