Pro2Pro Network
04/07/2026
Fort Lauderdale Spotlight: Estate Planning
We recently spoke with Scott Moskowitz, who works with retirees and pre-retirees to create more coordinated financial and estate plans.
He shared insights into why many plans fall short and how better alignment can lead to more confidence and clarity.
Top Estate Planning Specialist in Fort Lauderdale? What Most Plans Miss | Scott Moskowitz Interview What many people don’t realize is that estate planning is not just about documents. It’s about coordination, adaptability, and long-term clarity.In this NPRN...
Boston Spotlight: Financial Advisor
We recently sat down with Spencer Betts, a financial advisor in Boston, to discuss how he helps high-net-worth individuals and families plan for retirement and protect their wealth.
One thing that stood out was his perspective on what people should actually be looking for in a financial advisor, and where many get it wrong.
If you’re in the Boston area and thinking about your financial future, this is worth watching.
https://youtu.be/fCUASnde-fA
Why Most Professionals Will Never Get Chased by Their Ideal Clients
Hey, it’s Dr. Len…
I just published something that explains why most financial advisors never get chased by ideal clients -
and it has nothing to do with their skill, experience, or effort.
If you’ve ever felt like you’re doing everything right…
but still getting overlooked, this will likely hit close to home.
Why Most Financial Advisors Will Never Get Chased by Ideal Clients
(And Why It Has Nothing To Do With Their Skill)
Read it → https://tinyurl.com/3vt5ueaj
-Dr. Len
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