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2:59
YouTube
Advice2Advisors
How the Best Financial Advisors Build Their Practice
Building a big, professional practice demands confidence. The Personal CFO Model gives financial advisors the confidence required to build trust, loyalty and long-term client relationships. It does this by networking with accountants, lawyers, money managers, insurance specialists and lenders . . . all the specialists required by today’s ...
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Jul 27, 2017
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