Does Your Client Need a Quarterback Or An Architect?

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content

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Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended the analogy to architects and more.

This program includes a robust discussion among senior advisors in attendance.  The full video is available to your right. The slides with references are here.

Updated: September 4th, 2021

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