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“daniel e mckenzie esq”

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  • The Financial Advisor's Estate Planning Desk Reference: How to Deepen Your Relationships With Your Clients, Provide Even Better Service to Them, and Increase Their Whole Family’s Loyalty Towards You

    by Daniel E. McKenzie Esq. ...
    Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients’ estates, it is crucial that you understand how ... Read more

    $9.99 CAD