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Energize Your Clients’ Dusty Money
February 23, 2021 @ 2:00 PM - 3:00 PM
Do your clients have any Dusty Money?
“Dusty Money” is a term describing underutilized or underperforming assets…which, if repositioned, can be energized to help meet financial objectives sooner.
How much sooner? Improving your clients’ rates of return by a few percentage points can trim their financial time horizons by several years!