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Guest Expert: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLAThis webinar focused on the crucial role of managing liabilities as a financial advisor: such as mortgages and consumer debts, in the financial planning experience. Listeners learned about the sign...
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A few comments from listeners when they were asked what the learned from the webinar:
Always great to hear some good alternate opinions on debt management, especially concerning homes and mortgages.
- Steven C.
I leaned a number of things. The importance of cash flow was one of them.
- Mark Z.
This is a very good topic to address. I know from my days in comprehensive financial planning that most advisors are much more concerned with AUM than helping clients manage debt. When you reduce the debt, you create opportunity for clients.
- Barbara B.
Always great to hear some good alternate opinions on debt management, especially concerning homes and mortgages.
- Steven C.
I leaned a number of things. The importance of cash flow was one of them.
- Mark Z.
This is a very good topic to address. I know from my days in comprehensive financial planning that most advisors are much more concerned with AUM than helping clients manage debt. When you reduce the debt, you create opportunity for clients.
- Barbara B.
Always great to hear some good alternate opinions on debt management, especially concerning homes and mortgages.
- Steven C.
I leaned a number of things. The importance of cash flow was one of them.
- Mark Z.
This is a very good topic to address. I know from my days in comprehensive financial planning that most advisors are much more concerned with AUM than helping clients manage debt. When you reduce the debt, you create opportunity for clients.
- Barbara B.