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Marketing Strategy Accelerator – Financial Planners/Wealth Managers

Roundtable Dates & Times

  • June 26, 10:30 – 12:30 Central – Vision & Values
  • July 3, 10:30 – 12:30 Central – Business Goals Workshop
  • July 10, 10:30 – 12:30 Central – Marketing Bootcamp
  • July 17 – 31 – Marketing Strategy Individual Presentations

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