Coaching on how to describe, understand, and implement Levels 15 & 20 discretionary portfolios for Advisors who aren't 100% sure where to start.
"For the FIRST time I feel like I not only understand the Levels 15 & 20 products… but I feel like I know how they fit into a client’s financial plan, how to position them, and how to feel good about the cost structure. Libby’s Level 15/20 training was crucial to my reoccurring revenue game plan. After our coaching call, I placed my first brokerage account literally that same week!!!"
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