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This is true, but keep in mind that there are also MANY sales funnels out there – and many other forms of deliverables like whitepapers and books, too. InvestmentPlanning. None of this is to say that you shouldn’t be embracing those alternative sales funnels or other types of content.
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investmentplan for each client using low-cost asset class and index funds.
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