Description

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’