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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through their unique approach to premium financing, estate planning, and risk mitigation, they help advisors transform their approach to complex planning.
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