Taking the time to rise above the day-to-day tasks of your “job” to invest time in thoughtful strategizing and planning can be the gamechanger you’ve been looking for.
Eric Birnbaum, founder and CEO of Dreamscape Companies, joins the podcast to talk about how his firm has approached making deals during the past two years.
Join us for this webinar on Thursday, Dec. 16th as we cover how advisors are using direct indexing to fuel growth, and how direct indexing can decrease product costs while helping to increase after-tax value for clients.
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