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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. And I got my CPA when I was at the accounting firm and started my CFA. Or, where’s this?

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