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Cracking the Code on Working with 3rd Party Professionals

Many advisors we meet would agree, working with 3rd Party Professionals has historically been a one-sided transaction.

Reciprocation is rare and identifying the true active promoters for you and your business can be hard to find.

In this session, we will focus on how you can identify those active promoting 3rd party professionals and how you can open the door for them to facilitate business.

Apr 4, 2023 01:00 PM in Eastern Time (US and Canada)