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How to Use AiP Tools to Build a Unique and Successful Business - Levey

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Yale Levey, CAP, CFP®
Next Generation Wealth Planning, LLC

How to Use AiP Tools to Build a Unique and Successful Business

In this session, Yale shares his personal recipe for building a thriving multidimensional wealth service firm based on Philanthropy and Legacy. Yale credits AiP for introducing him to most of the ingredients in that mix, including AiP Sponsors and Vendors, inspiration for the creation of a local philanthropic advisor network (PAN), and professional colleagues operating on the frontiers of innovation. Besides telling his own story, Yale introduces a process by which each professional can create his or her own unique recipe for developing a successful and satisfying business featuring Philanthropy and Legacy.