Summary 

In this video I share The Truth About “Holistic Financial Planning” for Financial & Insurance Advisors.

Here’s what I cover:

1. Does “Holistic Planning” really work
2. The Problem with “Holistic”
3. What method to use instead - to generate more meetings and clients

Check out this video and let me know what you think in the comments below.

To Your Success (that relies on social media)

Deepak Patel

www.AdvisorLearn.com

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