As an advisor with 12 years of experience, I’ve tried many ways to connect with prospects and clients. For years, I offered presentations to small business owners and individuals on personal financial planning. The events were well attended and I generally received positive feedback, but they were ultimately unsatisfying — I could only share a limited amount of information in one hour.

I wanted to offer a different experience. After research far and wide, I found my answer close to home. I went back to school.

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