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PLATFORM UPDATES

THE COPPERLEAF SALES PROCESS

As you may know, our partners at Copperleaf Capital have documented their easy-to-implement sales process in a series of videos. Ryan Heath will walk you through their 1st, 2nd and 3rd client appointments, and show you how to use these skills with your own clients. These videos are now available to you on the AE Wealth Management website.

View them HERE.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

AW535502 - For investment professional use only.

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