By: Scott E. Plaskett, CFP
Just got back from Esterel, Quebec where I attended the 12th Annual Practice Development Summit (Hosted by Sun Life Financial). It was great speaking to everyone about how to profitably take their financial planning business to the next level.
Incorporating a “true” fee based financial planning approach and embracing leading edge technology has become the cornerstone of my success and I was happy to share my personal experiences.
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