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Advanced Financial Concepts
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Initial Non-Sales Consultation
1 hour 30 minutes
Data Gathering appointment
2 hours
Review appointment
1 hour 30 minutes
Review phone call
30 minutes
15 Minute Intro Call
15 minutes
Zoom 60 minute One on One
1 hour
Zoom intro appointment
30 minutes
Networking
60 minute networking One on One
1 hour
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