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Thursday, November 18, 2010

11:00 AM - 11:50 AM
Track: Financial Planning View Track

BE A TRUE WEALTH MANAGER, NOT JUST AN INVESTMENT CONSULTANT (1 CPE)

Mont Levy, JD CEO, BAM ADVISOR SERVICES

  • Give your clients services they really want and need from their trusted CPA
  • The WIFM approach to getting partner buy-in
  • Develop both internal and external marketing plans

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