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I have been nourishing and delighting financial professionals since 2012. I make sure advisors are getting the highest value out of their digital marketing strategy while focusing on their individual or company approach. I keep my clients and referrals up to date with our beneficial marketing tools and our latest automated email and social media opportunities for increased awareness and engagement. I teach best practices when it comes to my clients goals and strategies.
This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.
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