Join Andrew Altfest and Dillon Gilpatrick for a deep dive into the new Prospect Accelerator tool. They will show you how to customize your settings, review what a prospect sees, and how that prospect is displayed on your client list.
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Tax Snapshot
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
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