NextGen Planners

John Ruhlin on how to use gifting to leverage relationships


Listen Later

  • John’s background
  • What is John’s company and why expert gift giving?
  • The principles behind giftology – John’s book
  • How can next generation advisers and planners get started
  • Where is this in the marketing mix?
  • What the book is about
...more
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NextGen PlannersBy NextGen Planners

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