Collaboration is key

The Next Level Advisor
12/11/2020 44 min Episodio 13
Collaboration is key

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Episode Synopsis

When you're dealing with something as sensitive as estate planning, it's crucial that all parties involved are on the same page. On this week's episode, estate planning attorney Stephanie Prestridge emphasizes the importance of the estate planning attorney and advisor working together for the benefit of their clients, and outlines the ways in which she promotes transparency and collaboration in her own practice.

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