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E-Mail Subject: National Brokerage Webcast - What's Your Plan?
E-Mail Message: What's Your Plan?
Recorded On: 11/12/2014
Presenters: Cary Ruplinger, Michael Fleischhauer
Level: Overview
Keywords: Marketing/Product Ideas

Planning Services For Clients MADE SIMPLE!

Learn how you can help your clients plan for their personal, business life, or both. You are working with clients who would benefit from planning and now have the turn-key ability to offer these services. We can handle all aspects of client engagement, plan creation, and plan delivery. If you prefer we can serve as your back office to create the plan that you deliver.

  • Engage Clients for Business, Financial and Estate Planning, or Business Valuation
  • Meet the current existing needs of your client base
  • Increase your relationship and revenue from existing clients and turn prospects into clients
  • Presented with National Brokerage Exclusive Partner: Exit Engineers

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