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Greetings

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=15830
Printed Date: Nov/20/2019 at 7:30am
Software Version: Web Wiz Forums 11.04 - http://www.webwizforums.com


Topic: Greetings
Posted By: cardinal23
Subject: Greetings
Date Posted: Oct/22/2018 at 3:32pm
Hello everyone.  I am new to this board.  I am a planner/tax prep in NY (CFP(r) and EA).  I am looking increase my AUM.



Replies:
Posted By: Craig78738
Date Posted: Oct/22/2018 at 3:34pm
Originally posted by cardinal23 cardinal23 wrote:

Hello everyone.  I am new to this board.  I am a planner/tax prep in NY (CFP(r) and EA).  I am looking increase my AUM.

Welcome!! Best of luck!



-------------
Craig Andrews

Ask me how I helped a RIA achieve their best sales year in 14 years.


Posted By: cardinal23
Date Posted: May/31/2019 at 2:07pm
Thanks, I appreciate it



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