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In the same boat & would love for others to chime in. Looks like TFA is the only other path and I’m not sure how that compares

Thx for the update. Wishing you the best of luck in your new role!! 👍🏼

Would love your perspective: not being able to keep your clients as FSA and the bank owning them is a con for me, not a pro. How are you looking at it?

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