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High risk for CPAs to refer clients
Exclusive video interviews from CPAs.
Hear the perspective from qualified Centers of Influence on how to best establish these critical partnerships.
Learn from other Financial advisors.
Get ideas from other financial advisors on how they grow their business with COIs in particular.
Working with clients during the first 6 months
End of year idea
Grow yourself and your business.
Get empowered to succeed in with business ideas and encouragement to WIN in your career.
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Encouragement to grow yourself
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Exclusive access to video interviews
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Perspective of CPAs, attorneys and others
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Unlimited access
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Encouragement to grow yourself
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Ideas to grow your business