Category Archives: CNL Financial Group

Clip: ABC’s for a Better 2021

Clip: ABC’s for a Better 2021

In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch talk about how the ABC’s can be used with direct reports and for planning purposes.

Click here to watch the full episode.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers.