finance_book

Your Personalized Guide to Educating Your Clients

Your clients finance fundamentals guide 2025 (1) 
Click on the above image to open PDF preview

 

Educate your clients about your extensive services and expertise.  Let them know that regardless of their needs, you have the tools and expertise to help them.
This package includes:
  • The WORD version will be emailed to you
  • You can make any/all changes as you see fit to match your brand
  • NO added charges will be added for any needed updates until January 2026
  • We will offer free support to assist you in any questions regarding the personalization of this book

 

$645+ for purchase or non clients.  A credit card is required.  Payment is done over the phone to ensure a safe transaction.
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Click here to email or call direct at 888.317.3877 for any questions or make a purchase.

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