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  1. Event Advisory: Holistic Advisor Academy June 20-22 in Cleveland, OhioRead the original story w/Photo

    May 24, 2017 | Insurance News Net

    WHAT: Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to grow, automate and enhance their advisory firm to provide holistic service to their clients, but who lack the turnkey processes and systems to get their business to the next level. Processes are most applicable for advisors with more than five years of experience earning $250,000 or more per year in gross revenue.

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