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[vc_row el_class="post-content"][vc_column][outlined-text outlined_text="Your First" outlined_text_color="white" outline_color="black" normal_text="Sneak Peek:" normal_text_color="black" heading_tag="h1" extra_class="post-heading"][vc_column_text el_class="post-subheading"]

A 3-Step Formula for Branding and Planning

[/vc_column_text][vc_column_text][get-user-data][/vc_column_text][vc_column_text el_class="post-body"]I really hope you’ll sign up for INVINCIBLE: The Most Direct Path to $1 Billion, the all-day advisor growth workshop we’re hosting with FourPointe Consulting and LiveOak Bank on May 9 in San Francisco and May 10 in Portland, OR.If you’d like a sneak preview of some of the themes I’ll be talking about, keep reading.