Common Sense Financial

Financial ServicesNew York, United States11-50 Employees

Our goal is to provide Financial Advisors Complete Succession Planning to protect their clients provide for themselves , their families,,OSJ's, And their B/D's. Most advisors don't have a Succession Plan in place leading to a disaster when the event occurs.. 

I specialize in presenting workshops and seminars where the tough questions are asked and discussed to help advisors help themselves. For OSJ's and B/D's A
 a value added workshop as a recruiting tool to provide real value to new reps looking to make a change.

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