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Getting Past the Premium Podcast: How to Utilize the 4/3/5 Method to Be ProActive and Add Value

Getting Past the Premium Podcast:

Elliot Bassett & Ryan Brott welcome Co-founder & CEO Peter MacDonald to the Getting Past the Premium Podcast to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method? With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever.