Endorsal Eric Verified customer
APEX Securities & Asset Management, LLC
Adam Verified customer
The Next Level Planning Group
"Great material overall. Would be helpful to have real-life examples of how it has been incorporated in other practices."
5 years ago
George Verified customer
Latiolais and Associates
"I think the information is very good and likely powerful. I don’t know that I am proficient enough in the subject matter, at this point, to engage in this conversation with ultra high net worth folks, who I think would most benefit."
5 years ago
"Great information. Thoughtful & practical."
4 years ago