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How to Build an Enduring Legacy and Secure Long-Lasting Wealth

March 22, 2023
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Chairman Robert Balentine explains why it's crucial that advisors focus on conversations about family relationships. Host: Greg Bartalos.

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I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.

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