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Help Your Clients Capture the Moments That Matter
VISIONARY ADVISOR Alex Kirby 2/25/26 VISIONARY ADVISOR Alex Kirby 2/25/26

Help Your Clients Capture the Moments That Matter

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Why Wealth Advisors Should Help Clients Be Remembered
VISIONARY ADVISOR Alex Kirby 2/23/26 VISIONARY ADVISOR Alex Kirby 2/23/26

Why Wealth Advisors Should Help Clients Be Remembered

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How Wealth Advisors Can Help Clients Start Legacy Work
VISIONARY ADVISOR Alex Kirby 2/20/26 VISIONARY ADVISOR Alex Kirby 2/20/26

How Wealth Advisors Can Help Clients Start Legacy Work

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Where Do Advisors Turn for Help With Legacy?
VISIONARY ADVISOR Alex Kirby 2/18/26 VISIONARY ADVISOR Alex Kirby 2/18/26

Where Do Advisors Turn for Help With Legacy?

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When Legacy Becomes Visible
VISIONARY ADVISOR Alex Kirby 2/17/26 VISIONARY ADVISOR Alex Kirby 2/17/26

When Legacy Becomes Visible

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The 4 Metrics Great Wealth Firms Track
VISIONARY ADVISOR Alex Kirby 2/13/26 VISIONARY ADVISOR Alex Kirby 2/13/26

The 4 Metrics Great Wealth Firms Track

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How Estate Planning and Legacy Actually Fit Together
VISIONARY ADVISOR Alex Kirby 2/11/26 VISIONARY ADVISOR Alex Kirby 2/11/26

How Estate Planning and Legacy Actually Fit Together

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The Five Principles That Define Legacy Work for Families and Advisors
VISIONARY ADVISOR Alex Kirby 2/9/26 VISIONARY ADVISOR Alex Kirby 2/9/26

The Five Principles That Define Legacy Work for Families and Advisors

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Your Clients Know Legacy Is More Than Money. Do You?
VISIONARY ADVISOR Alex Kirby 2/6/26 VISIONARY ADVISOR Alex Kirby 2/6/26

Your Clients Know Legacy Is More Than Money. Do You?

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Why Legacy Should Be Part of Every New Client Conversation
VISIONARY ADVISOR Alex Kirby 2/4/26 VISIONARY ADVISOR Alex Kirby 2/4/26

Why Legacy Should Be Part of Every New Client Conversation

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Financial Capital Came in Last
VISIONARY ADVISOR Alex Kirby 2/2/26 VISIONARY ADVISOR Alex Kirby 2/2/26

Financial Capital Came in Last

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Lead by Example + What Advisors Think About Legacy
VISIONARY ADVISOR Alex Kirby 1/6/26 VISIONARY ADVISOR Alex Kirby 1/6/26

Lead by Example + What Advisors Think About Legacy

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You Will Be Visited By Three Ghosts
VISIONARY ADVISOR Alex Kirby 12/8/25 VISIONARY ADVISOR Alex Kirby 12/8/25

You Will Be Visited By Three Ghosts

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Life Changes Fast
VISIONARY ADVISOR Alex Kirby 11/3/25 VISIONARY ADVISOR Alex Kirby 11/3/25

Life Changes Fast

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Legacy is Broken.
VISIONARY ADVISOR Alex Kirby 10/6/25 VISIONARY ADVISOR Alex Kirby 10/6/25

Legacy is Broken.

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How Do Your Clients Make Decisions?
VISIONARY ADVISOR Kanon Sapp 9/22/25 VISIONARY ADVISOR Kanon Sapp 9/22/25

How Do Your Clients Make Decisions?

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The Secret to Being Your Best for Every Client
VISIONARY ADVISOR Alex Kirby 9/8/25 VISIONARY ADVISOR Alex Kirby 9/8/25

The Secret to Being Your Best for Every Client

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What Will Our Families Learn From Us?
VISIONARY ADVISOR Alex Kirby 9/5/25 VISIONARY ADVISOR Alex Kirby 9/5/25

What Will Our Families Learn From Us?

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What Does Your Family Always and Never Say?
VISIONARY ADVISOR Alex Kirby 9/2/25 VISIONARY ADVISOR Alex Kirby 9/2/25

What Does Your Family Always and Never Say?

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