By filling out the short form below you’ll be given access to view an email from one of our advisors who just ran another SS seminar in the Cleveland area earlier this year (May). We have removed names for confidentiality. The advisor makes reference to the BD but the reality is it doesn’t matter if you are an insurance agent, BD rep, IAR, RIA firm, hybrid firm or some combination. It’s the systems and processes the advisor tapped into combined with our partnership and guidance with them and their team that made the difference. We became a direct extension of their office. See how we changed his life and his practice.

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