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Retirement Plan Advisors
A place for those who work with employer sponsored Retirement Plans to meet and discuss the industry.
EAs (Executive Assistants) on Fishbowl
Saving lives, one/two/six executives at a time...
Cold Calling War Stories/Successes
This bowl is for FA's that are true phone pounders. We make it a part of everyday life to pick up the phone.
Succession Planning: Buy/Sell Practice
For those advisors interested in buying and selling advisory practices.
Growing the Team
For advisors who have added another producer to their practice in the last three (3) years OR plan to add.