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EPISODE 5: The backstory of the Heritage Institute
November 30, 2021
Lori Coonen
EPISODE 5: The backstory of the Heritage Institute
Lori Coonen
November 30, 2021

EPISODE 5: The backstory of the Heritage Institute

Lori Coonen
November 30, 2021

In this episode: Heritage Institute founder and CEO, Rod Zeeb describes the origins and mission of the Institute, the value it delivers to advisors, and its development into the premier source of training for advisors who are ready to take their practices to the highest level.

Length: 12 minutes

Newer PostEPISODE 6: How to become your client’s trusted advisor
Older PostEPISODE 4: How to enroll clients by utilizing a very special kind of conversation
 

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