The Next Level Advisor

Standing out in today's environment


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In today's environment, what strategies are going to make a lasting difference in your clients' lives?

Chris Puffer, a well-established advisor from Louisville, shares his unique approach to tax diversification and how it's created unparalleled opportunities in his practice. He also shares how his team has taken advantage of the virtual environment to grow their business and connect with clients.

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The Next Level AdvisorBy The Pinnacle Group

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