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Details: |
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A wealth coach network. Our advisor and goal-based programs are the longest standing and most trusted in the industry. We offer financial planning software and strategies to Financial Planners in order to facilitate better client-advisor relationships and help advisor's clients achieve their financial goals.
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URL: |
http://www.legacyboston.com
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Location: |
United States - Massachusetts - Hingham |
Title: |
Financial Advisor Training - The Legacy Companies |
Image: |
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Description: |
A wealth coach network. Our advisor and goal-based programs are the longest standing and most trusted in the industry. We offer financial planning software and strategies to Financial Planners in order to facilitate better client-advisor relationships and help advisor's clients achieve their financial goals. |
Specialized in: |
Wealth Coach
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Coach Network
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Consulting Services
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Advisor Network
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Client Discovery
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Fithian
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