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BEGIN:VEVENT
URL:https://www.learndesk.us/class/6247818232594432/lesson/103fbbfce920a9b29b216bf68763df5a?ref=outlook-calendar
SUMMARY:Unit 1 - The Four Elements
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/103fbbfce920a9b29b216bf68763df5a?ref=outlook-calendar
DESCRIPTION: 

Helping clients:

discover their values, define their goals
review their planning options
implement strategies to meet those goals
monitoring the results


Many just look at products, that may or may not meet the goals and timing you hope to achieve
Numb to the sales pitch

Feeling you’re being “Sold Something”


Advisors shouldn’t just jump to products and solutions without understanding the why behind the what



https://www.learndesk.us/class/6247818232594432/lesson/103fbbfce920a9b29b216bf68763df5a?ref=outlook-calendar
STATUS:CONFIRMED
SEQUENCE:3
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