Old Way 3rd Party Referral Model

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    Old Way 3rd Party Referral Model

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    New Way Creating

    Team Model: 

    Proactive vs. Reactive

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    • Home

    • About Us

      • Who We Are
      • What We Do
      • Why We Do It
      • Virtual Meeting

    • CPA Team Model

    • Retirement & Income Radio Show

      • Your Perspective
      • Qualified Plan Rollovers

    • Healthy Wealth Show

    • More

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      • Black LinkedIn Icon

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