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Worlds to Conquer - Surge And Questions For Your Team

The Perfect RIA

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Were We Alive During the Spanish Flu?

We made up a disaster recovery plan. ahead of time, we talked about and that went literally in our compliance file. We were looking at a potential five year recovery if the world shut down for more than three days. The only thing that we can do as financial advisors is make historical predictions. And then we had to stay the course.

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