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PART TWO

How to Read a Roundstone Proposal: Mastering Funding Comparisons

Are you an Account Manager aspiring to improve your advisory impact and client retention with sustainable funding expertise? Watch this insightful webinar, where you’ll learn how to interpret and analyze Roundstone proposals and clearly communicate this important information to your clients. Discover best practices for accurately comparing Roundstone Captive to other funding models and help your clients understand the enduring benefits and long-term value of this sustainable solution.