How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities

A Conversation with Patrick Kelly and David Foster

 

On Demand Webinar

 

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Join best-selling author Patrick Kelly and David Foster, Director, Advanced Markets, for an insightful breakdown of the newly signed One Big Beautiful Bill Act (OBBBA).

This landmark legislation introduces notable tax changes that every financial professional should understand. Gain timely insights into what the OBBBA means for you, your clients, and how it can help unlock new opportunities to grow your business.

The session will cover:

  • What the OBBBA is and what impact it has on advisors

  • How it opens doors to new market opportunities and sales strategies

  • Practical ways you can leverage the Act to grow your business

 

Don’t miss this opportunity to stay ahead of the curve.

Watch on demand now to gain expert insights, practical strategies, and the knowledge you need to turn legislative change into business growth.