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


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