EPISODE 13: Integrating the Heritage Process® and Multi-Generational Planning into Your Financial Services Business
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Integrating the Heritage Process and Multi-Gen Planning into Your Financial Services Business
In this episode: Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and their business.
Length: 18 minutes