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Robert L. Avery II, CLU, ChFC
Robert L. Avery II, CLU, ChFC
in Annual MeetingJul 13, 2018

Simplifying the complex

You could certainly present clients with pages and pages of information. Is that the best way to communicate your value, though, especially if it will only make clients more confused? In this session, Avery explains how a one-page financial plan and a simple contrast between two hypothetical jobs can help simplify decisions for clients.

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Author(s):

Robert L. Avery II, CLU, ChFC