How can you help clients better understand money in a simple yet unforgettable way? Morrow shares numerous approaches to turn financial concepts into action items and marketing ideas.
How can you help clients better understand money in a simple yet unforgettable way? Morrow shares numerous approaches to turn financial concepts into action items and marketing ideas.
Michael Morrow, CFP, is a well-known legacy strategist, international speaker and author of four bestselling books. He and his team have been helping families and business owners meet their critical financial responsibilities and leave meaningful legacies since 1989 by using innovative applications of time-tested and proven financial structures to help rearrange their assets to get the results they want while minimizing the tax they pay. Morrow is a two-time president of The Financial Advisors Association of Canada, an MDRT Foundation supporter and was inducted into The Financial Hall of Fame in 2025 for his contributions to the financial services profession.
