Understanding the Liabilities for Business Owners as Fiduciaries
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A Different Perspective on Preparing for your Day in Court
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Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys
$25.00
Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis
Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’
Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis
Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’
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