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Why Now Is The Time For Financial Advisors To Leverage An SBA Loan
Why Now Is The Time For Financial Advisors To Leverage An SBA Loan Covid has brought many changes and challenges to the financial industry. It has also brought opportunity in the form of government programs designed to keep small businesses not only...
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Transitioning Clients During the Pandemic
Transitioning Clients During the Pandemic Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic...
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