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That’s what most Advisors think CPAs and Attorneys say about Financial Advisors.
Here’s the good news – IT’S NOT TRUE!
AND, when someone needs a good Financial Advisor,
MOST ask their CPA or Attorney, etc., for a referral.
If you want to receive a steady flow of new (mid-to-high net worth)
referrals now or throughout the 4th quarter and beyond,
and like the idea of having 10 – 20 (or more)
STRONG referral relationships with CPAs and/or Attorneys
who refer to you on a regular basis – keep reading.
Our network – Pro2Pro Network is the largest Professional Referral Network in North America.
Here’s what to do next:
If you want to establish 10-20 QUALITY referral relationships
and/or receive referrals from CPAs and Attorneys in your city:
Fill out the form below to see –
1. If you Qualify.
2. If we already have a Financial Advisor in your zip code /area.
3. How many CPAs & Attorneys (in your city) are interested in
meeting and/or referring to a qualified Advisor right now.
Prepare for referrals & growth!
Dr. Len Schwartz
Pres/CEO of Pro2Pro Network
P.S. We only allow one Advisor per area to receive these referrals.
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Do You Want To Receive Mid-To-High Net Worth Referrals
From CPAs and Attorneys In Your City
