Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Known for Financial Triage, Frank Levine (https://www.cfsllc.com/) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The confusion & misconceptions prevalent on the internet make proper guidance essential.

In this episode, Brian and Frank discuss:

1. Teaching Clients the Right Financial ‘Swing’

2. Why a Strong Cash Reserve is Key to Financial Security

3. Debunking the 'Buy Term and Invest the Difference' Myth

4. The Hidden Costs of Financial Decisions

LinkedIn: https://www.linkedin.com/in/frankzlevine/

Website: https://www.cfsllc.com/

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