


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.
