Roccy DeFrancesco, JD
- Identify financial planners who are forbidden by their B/Ds from giving clients the *best* advice!
- Identify insurance agents who are forbidden from selling the “best” products in the marketplace!
- Learn why it’s impossible for fee-only advisors to provide objective advice!
- Identify various sales systems designed to help advisors sell products/services that are NOT in their clients’ best interest!
- Identify classic errors attorneys make that can cost clients hundreds of thousands of dollars!
- Understand why most CPAs do NOT provide pro-active advice to reduce taxes!
- Learn about the sales incentives many advisors are offered that often times taints their advice!