Modern Financial Advisor

Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future


Listen Later

Lucas Siegel, CEO of Harbor Life Settlements joins Mike Langford to share how financial advisors can help their clients unlock assets that are lying dormant and unproductive in their life insurance policy. Lucas also shares the simple question to ask your client about their life insurance policy to help them make the best financial decision for their future.

...more
View all episodesView all episodes
Download on the App Store

Modern Financial AdvisorBy finservMarketing

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

13 ratings


More shows like Modern Financial Advisor

View all
Financial Advisor Success by Michael Kitces

Financial Advisor Success

718 Listeners