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The 1-question method that helps clients plan for retirement

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske. An experienced podcaster, Motske also explains best practices for advisors who explore this medium. Plus: Trilogy's most successful training and mentorship strategies.

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