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Helping you attract better clients by collaborating with other Financial Professionals and leveraging a Virtual Family Office.
  • Mots-clés: Attract Collaborating Virtual
  • Membres: 504 (Ø 0)
  • Publications: 721 (Ø 0)
  • Nombre de cours: 7
  • Prix / Mois: $99
  • Créé: 15 DecDecDec, 2022
  • Propriétaire: Dan Gorriaran
  • Nom dans l'URL: financial-alchemist-1155
  • 504
  • $99
  • Attract Collaborating Virtual
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***7 DAY FREE TRIAL*** Try risk free!

Access a Virtual Family Office with 75+ Specialists to Expand Your Services and Share in Revenue!

What to expect from the Elite VFO Community:
[ul][li]Thorough verification completed on all VFO Specialists  [li]Access to community reviews and ratings on 75+ VFO Specialists[li]Ability to share in revenue from VFO activities[li]Increase client satisfaction and stickiness[li]Increase client implementation of tax planning strategies[li]Additional set of eyes to brainstorm solutions for clients[li]Additional set of hands to assist with bandwidth issues

Our Team of 75+ VFO Specialists Serve 5 Main Categories:
[ul][li]Tax Planning[li]Risk Mitigation[li]Wealth Management[li]Legal Service[li]Business Advisory

Click the Join button to get started! 🚀